How to Manually Charge a Client and Adjust Recharge Settings
0:00 Hey, so if you go to Rebilling, and then find the client that you would like to process payment for you'll see a few symbols next to the client's name on the right side. One is a green dollar sign and the other is a pencil with a square, click on the pencil square to Edit , and you can re-adjust the recharge amount for whatever the amount is that you need to charge them. So lets say you want to manually add $500 to their account, set the recharge amoutn to $500.
Hit Save Changes, and then there is this little green dollar sign button that you can click on. This is the button you'll click on to manually charge a client. It will pop up a screen that is showing you that you are about to manually charge your client the recharge amount. So in our example, since we set it to $500, it says that you are going to charge them $500. If that is the correct amount on the correct account, you'll hit OK, and then it will automatically charge them. Then when you're done, after the charge has
0:42 been processed, then you can reset your recharge amount back to where you want the recharge amount to be so that when your client's balance goes below the recharge threshold, it will recharge whatever amount that you have setup in your recharge amount. So if my recharge threshold is set to $50, and the recharge amount I changed back to $350, then once my client's balance goes below $50, then it will charge my client $350.
Hit Save Changes, and then there is this little green dollar sign button that you can click on. This is the button you'll click on to manually charge a client. It will pop up a screen that is showing you that you are about to manually charge your client the recharge amount. So in our example, since we set it to $500, it says that you are going to charge them $500. If that is the correct amount on the correct account, you'll hit OK, and then it will automatically charge them. Then when you're done, after the charge has
0:42 been processed, then you can reset your recharge amount back to where you want the recharge amount to be so that when your client's balance goes below the recharge threshold, it will recharge whatever amount that you have setup in your recharge amount. So if my recharge threshold is set to $50, and the recharge amount I changed back to $350, then once my client's balance goes below $50, then it will charge my client $350.