Invoice Viewer Credits

The TBS Invoice Viewers allow for the easy creation of Credit Transactions and Fixed Charge Credits. 

Users can credit customer accounts from the Invoice Viewer using one of the following methods:

  • Full Invoice Credits
  • Partial Invoice Credits
  • Credits for individual call records (CDR)
  • Fixed Charge Credits

Within a customer record, select the Billing Information Tab

All invoices will be shown on the Invoices tab for each Bill Cycle date.

Choosing the link next to the corresponding Bill Cycle will open the Invoice Viewer.

The exact instructions for performing these tasks depend on the invoice version:

Invoice Viewer V1

Invoice Viewer V2

Once credits are entered, users must go to the Transaction Processing page to view and post the transactions.

NOTE: Users must have “AccountCredit” Access rights in order to create credits from the Invoice Viewers