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Payments and refunds

Dec 22, 2015

The payments tab of the Usage and Billing section of the customer dashboard lists all payments made by or on behalf of the customer. As service provider, you can view the payment activity, record payments for corporate accounts, and issue charge back or credits to the customers, and cancel payments.

Recording payments

A root user or a user with Finance Create/Manage permissions can make/record payments on behalf corporate customers. Also, the master users of retail accounts can make payments.

To record/make a payment for a corporate account:
  1. Log in to CloudPortal Business Manager as root user.
  2. Click Accounts > All Accounts.
  3. Select the desired customer in the list and click the dashboard icon.
  4. Click Usage and Billing > Payments in the customer dashboard.
  5. Move your cursor over the gear icon and click Record Payment.
  6. Enter the amount and click OK.

Making refunds

Who Can Make a Refund

If you have the Finance Create/Manage permission, you can make a refund or cancel a payment.

How to Make a Refund

There are two ways to give money back to customers: credits and charge backs/cancel payments. For retail accounts you can issue charge back and for corporate accounts you can cancel payments.

Credit

A credit adds funds to the customer's balance in CloudPortal Business Manager. Any future charges incurred by the customer will be paid for first out of this credit balance.

To issue a credit:
  1. Log in to CloudPortal Business Manager as root user.
  2. Click Accounts > All Accounts.
  3. Select the desired customer in the list.
  4. Move your cursor over the gear icon and click Issue Credit.
  5. Enter the amount and the reason for doing so, and click Issue Credit.

Issue charge back or cancel payments

A charge back returns funds through the customer's credit card at the request of the bank that issued the card. The charge back is processed through the same payment gateway that is used for routine invoice payments. For corporate accounts, the service provider can cancel payments made.

To issue a charge back or cancel a payment:
  1. Log in to CloudPortal Business Manager as root user.
  2. Click Accounts > All Accounts.
  3. Select the desired customer in the list.
  4. Click the dashboard icon.
  5. Click Usage and Billing > Payments in the customer dashboard.
  6. Select the desired payment and click Issue Charge Back for a retail account or click Cancel Payment for a corporate account.
  7. Click OK.
Note: For new and terminated corporate accounts, you cannot cancel payments.