Overview

The process for correcting an MRC on an account depends on where the customer is in their billing process.

  1. If the customer's bill has been created, start with Reversing a Bill section of this article and also include the Recreating a Bill section as the last step.
  2. If the customer's bill was not created, begin with the Reversing a Transaction section of this article.

Reversing a Bill

  1. Go to the Billing & Collections section of the customer account.

  2. On the Bills tab, hit the Options button and select Reverse Bill.
  3. Confirm that the bill should be reversed.
  4. Click OK and the transactions on the bill (bill) are reversed and reapplied to the Unposted tab.

Sometimes bills cannot be reversed because of the time limit set by your company to modify the billing information.

Reversing a Transaction

  1. Go to the Billing & Collections section of the customer account.
  2. On the Unposted tab, select the check box of the transaction(s) you wish to reverse.


  3. Click Reverse Transactions.
  4. Confirm you wish to reverse the transaction by selecting Yes in the pop up window.

Use caution when reversing transactions. Recurring charges can be systematically reposted. One time charges and payments cannot be reposted and will have to be added manually.

Reposting a Transaction

  1. Go to the Billing & Collections section of the customer account.


  2. Click the Repost MRCs link.



    3. Select the number of cycles you wish to repost or select a specific date. You may also select a specific line to repost or select all lines.
    ** If you choose a specific date instead of rolling back by cycle, (best for when you need to post pro-rated charges), you need to select the day before you want charges to start posting.
    ie. If you want a charge to be from 6/15 - 7/30 (1 pro-rated charge from 6/15-6/30 and another full month for 7/1-7/31) then you want to pick 6/14 in the date picker.
    4. Reposted transactions appear in the Unposted tab.

Reposting transactions may take up to several minutes to complete depending on the number of transactions selected. Continue to refresh screen every few minutes until transactions appear.

Changing Rate/Quantity on a Product

  1. Go to the Services & Activity section of the customer account.
  2. Select the line containing the product you wish to edit. By clicking the line, the line will expand and display all active products on the line.
  3. Click on the product you wish to edit.
  4. Click the Change Rate or Qty button and edit the select field.


  5. Select the option for how the change should affect billing and click Submit.

Recreating a Bill

  1. Go to the Billing & Collections section of the customer account.
  2. Click the Unposted tab.
  3. Select the transactions to include on the bill.


  4. Click the Create Bill button.


  5. Select the bill parameters and click Create Bill.

Cherry picking transactions is only allowed on standard accounts. When creating or recreating a bill on a parent child account, all unposted transactions will be added to the bill.