Viewing Credit Requests

You can view a comprehensive list of all credit requests for the entire MetraTech Account Manager system. Typically, CSR Managers will scroll through this list to approve or deny a credit request. You can also edit a credit request and view credit request details from this page.

Important

This list does not display the automatically approved credit requests made from the customer's interactive bill (credit requests that are under a certain amount set for your system, typically 3.00, are automatically approved). To view this information, refer to the customer's interactive bill.

 

Note

Credit requests appear on this list when a subscriber requests a credit from their online bill.

Approve or Deny Request

To approve or deny a credit request:

  1. Select the monthly interval of credit requests you want to view from the Billing Period dropdown list.

  2. Click next to any pending credit requests to display the Issue Credit from Credit Request page.

  3. Follow the instructions for Editing a Credit Request.

View Request

To view credits:

  1. Select the monthly interval of credit requests you want to view from the Billing Period dropdown list.

  2. Click to display details about approved or denied credits. Automatically approved credits and credits issued without credit requests cannot be viewed from this page. You can view these credits from the online bill.

View Details

To view credit request details:

  1. Select the monthly interval of credit requests you want to view from the Interval ID dropdown list.

  2. Click to display credit request details, such as account ID, amount, currency, credit amount, and subscriber account ID.