Envibe: How to apply a manual charge to a debit plan

Question

How do I manually apply a charge to a customer's debit plan?

Answer

Supervisors and senior staff with the applicable permissions can add manual charges/adjustments to an account.

This functionality can be used for transitional debt, dishonor fees or any other adjustment that require a charge to be added to the debit plan.

To apply a manual charge to a Debit Plan:

1.  Launch CONTACTS

2.  Search and select the applicable contact.

3.  Click Debit Tile

4.  Click Manage

5.  Click Add Charge

6.  Add the Amount to be charged.

7.  Select the appropriate Reason

8.  Add Note

9.  Click Accept

Note: Manual charges may put a customer’s account into deficit, this means that they have outstanding dues that must be taken via POS or the customer web portal. They will not be included in the next debit run until the outstanding payment has been received. 

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