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In order to set a credit for the same Charge, simply add a new Charge of the same Charge Catalog and make the Amount field negative. This will ONLY work if the Charge in question is a Non-Recurring Charge. Otherwise, the effect would be to set up a recurring credit which would not be desirable. For this example, there is a $421 Charge that was applied to a Service incorrectly.

1. On the Service, Equipment, GLA , or Service Desk item select the

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1. Image Added tab. For this example, a Charge will be added to a Service.

2. Click the Image Modified button to add a new Charge.

3. This will open the 'Add New Charges' form.
   

   Image Modified

4. Select the Charge Catalog that the credit needs to be applied to the Service. For this example, "Data Credit (Nonrecurring)" is being used.

5. Set a Charge Override Amount on the Charge as a negative value. 
   

   Image Modified

   • If the original Charge Catalog doesn't allow for a Charge Override Amount, then that flag will either need to be set on the Charge Catalog, or Users will need to use the How to issue a credit Charge option to create a Charge for a given Charge.

6. Add a Description to the Charge to indicate the reason for the credit. This Description will appear on the Bill for the Customer to review.

7. Click the Image Modified button to add the Charge.

The credit for the Charge will now have been added and will be included in the next Bill cycle. The NRC Total will reflect both the credit and the debit.

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Setup Credit Charge Catalog

1. First navigate to Main > Catalogs > Charges.

2. Click the Image Modified

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1. button to start a new Charge Catalog.

2. Set the Name of the new Charge something like "Credit Charge". 
   

   Image Modified

3. Set the Type to "Nonrecurring" for this credit Charge Catalog.

4. Leave the Default Amount blank and the Allow Override Amount checkbox selected.

5. Click the Image Modified button to create the Charge Catalog.

Now this Charge Catalog can be used to create any credits that might be needed.

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This process is nearly identical to manually adding any other Charge. From any of the Charge tabs on Service Desk, Services, Equipment, or GLA Catalogs:

1. Click the Image Modified button.

2. Select the "Credit Charge" Charge Catalog that was previously set up.

3. Set a Charge Override Amount on the Charge as a negative value.
   

   Image Modified

4. Enter any other needed information like the Owner or Description.

5. Click the Image Modified button to create the Charge.

This Charge will now be applied to the relevant item and ready to be picked up in the next Bill cycle.