Account credits can be viewed and applied to outstanding balances in the Billing Center. If a case is cancelled or a refund is issued for a specific payment, then the balance will appear in credits. Credits are stored on the company account so they can easily be applied to future casework.
💡To apply credits to an outstanding charge, view how employers can make a payment.
View account credits
- Navigate to the Billing Center by clicking the profile icon in the top right corner on any page in the Envoy Global platform. Then, select Billing and Payments.
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Select the billing account as credits are applied based on the division that the case was under.
- Click the tab Credits.
- A description of each credit on the account will be listed including when the credit was added, whether its been applied, as well as a credit memo for your records.
Downloading a report of all credits
A report of a division's credit history is available to export in the Billing Center. Once you've selected the applicable division, click Export.
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