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Credits and Fees
Credits and Fees
Summary
Summary
Credits and fees allow us to make adjustments to a customer's monthly invoices. While rare, these can be useful in extenuating circumstances where a one-time discount or cost needs to be applied. This guide reviews how to add credits and fees in Radius
Resources
Resources
Video Guides
Video Guides
Step-By-Step Guide
Step-By-Step Guide
Step 1: Login to Radius and navigate to the correct Account Details page
Step 1: Login to Radius and navigate to the correct Account Details page
Login to Radius
Navigate to the correct Account Details page through Account Management
Step 2: Select Invoices, then click Credits/Fees
Step 2: Select Invoices, then click Credits/Fees
The Invoices button can be found underneath the customer's name in Account Details
Click the Credit/Fees button
Step 3: Click 'Add Credit' or 'Add Fee' and fill out the appropriate fields
Step 3: Click 'Add Credit' or 'Add Fee' and fill out the appropriate fields
Determine if the credit/fee should be applied to a monthly invoice, future invoice, or a new invoice (for fees)
Select the correct bill payer
Input the amount of the credit/fee
Fill out a quick note and input reason for credit/fee
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