Adding an Adjustment

  1. In some cases a user may only need to request a billing change on the account. When this is the case the Adjustment functionality can be used. On the customer account, go to the Billing & Collections section and click Adjustment.

  2. Complete the Amount Type, Amount, Description, Billing Type (this can be a product type or specific product), Notes, Adjustment Type and click Save.
  3. Adjustments can be approved in the Services and Workflow section of the customer account or in the Workflow > Adjustments section of Rev.io.
  4. A user must have authority to approve, reject or change an adjustment.

Adding Credit

Credits can be added to a customers account at any time. The Credit option impacts the balance of the account immediately and access to this functionality can be restricted through permissions. Credit limits may also be set at the user level.

  1. Click Credit link in the Billing & Collections section.

  2. Next, complete the following credit details.


    • Switch to Manual Post Mode – Natively credits will post to the oldest transaction first. If desired, select this checkbox to apply a credit to a particular line item or statement.
    • Bad Debt – This option will allocate the credit to bad debt.
    • Amount – Enter the amount of the credit. The user may also select a product from the product catalog section in the Product Type field and use a predefined rate to populate the amount. An amount may also be multiplied by a quantity.
    • Includes Tax – If selected the amount of the tax will be deducted from the amount of the credit so that the total of the credit equals the amount.
    • Auto Prorate – If the amount specified in the credit should be prorated across the month and multiplied by a number of days, select this option.
    • Date Range – The default dates in the date range will be today. If using the prorate option, the number of days specified in these fields will be the multiplier for the proration calculation. These dates will also be used on the statement for the service period of this transaction.
    • Product Type – This field is directly related to the taxation associated with the credit. There are two options when using this field: Product Type and Product Catalog (Switch to Product link). If using the product catalog option, the rates for each product will populate in the Amount field. The description at the bottom of the form will also populate to match the selection.
    • Line – Credits can be line specific or just applied to the account. This field is not required.
    • Description – This field contains the description that will appear for this line item on the statement. The description comes directly from the product type selection but can be overwritten.
  3. Click Submit to apply the credit to the account.
  4. Until a credit is added to a statement, it can be found in the Unposted transactions tab.
  5. A statement can be generated following the creation of a credit if desired.

Adding an Invoice

An Invoice in Rev.io is a charge or debit against the account. The Invoice option impacts the balance of the account immediately and access to this functionality can be restricted through permissions.

  1. On the customer account, go to the Billing & Collections section and click Invoice.


  2. Next, complete the following credit details.


    • Amount – Enter the amount of the invoice. The user may also select a product from the product catalog section in the Product Type field and use a predefined rate to populate the amount. An amount may also be multiplied by a quantity.
    • Includes Tax – If selected the amount of the tax will be deducted from the amount of the invoice so that the total of the invoice equals the amount.
    • Cost – This field is not required but can be used to track an actual cost of the item. This field may also be linked to commissions.
    • Product Type – This field is directly related to the taxation associated with the invoice. There are two options when using this field: Product Type and Product Catalog (Switch to Product link). If using the product catalog option, the rates for each product will populate in the Amount field. The description at the bottom of the form will also populate to match the selection.
    • Line – Invoices can be line specific or just applied to the account. This field is not required.
    • Date Range – The default dates in the date range will be today. If using the prorate option, the number of days specified in these fields will be the multiplier for the proration calculation. These dates will also be used on the statement for the service period of this transaction.
    • Auto Prorate – If the amount specified in the invoice should be prorated across the month and multiplied by a number of days, select this option.
    • Description – This field contains the description that will appear for this line item on the statement. The description comes directly from the product type selection but can be overwritten.
  3. Click Submit to apply the invoice charge to the account.
  4. Until an Invoice is added to a statement, it can be found in the Unposted transactions tab.
  5. A statement can be generated following the creation of an Invoice if desired.