Product Documentation

Issuing credit to customers

Dec 22, 2015

You can add funds to a customer's balance in CloudPortal Business Manager. Any future charges incurred by the customer will be paid for, first out of this credit balance.

You must be authorised to issue credit to a customer.

  1. Log in to the CloudPortal Business Manager UI as Root user or as a user with the appropriate permission.
  2. Click Accounts > All Accounts.
  3. Select the customer account to whom you want to issue credit.
  4. Place your cursor over the manage icon (that looks like a gear wheel) and click Issue Credit.
  5. Specify the credit amount and enter the reason for issuing the credit.
  6. Click Issue Credit.