The Balance Adjustments tab allows you to correct a
callshop reseller’s balance.
Manual Charge– Use this
transaction to manually charge a callshop reseller for a specific
service they used.
Manual Credit– Use this
transaction to manually give compensation related to a specific
service; for instance, if the callshop reseller files a complaint
and you agree to give him credit toward future service use.
Use this transaction to charge the callshop reseller’s credit
card and apply the amount to the callshop reseller’s balance
E-Commerce Refund– Use
this transaction to reverse a previous E-commerce payment.
It withdraws funds from your company’s merchant account and
applies them as credit to the callshop reseller’s credit card.
The amount is added to the callshop reseller’s account balance.
Verifies that the callshop reseller’s credit card is valid
and reserves a given amount. Returns a transaction ID to be
used in a Capture Payment transaction. This does not affect
the callshop reseller’s account balance in PortaBilling® or
his credit card balance.
Capture Payment– Charges
the callshop reseller’s credit card and applies the amount
to his balance as a payment. Requires a transaction ID from
the Authorization Only transaction. The amount must be less
than or equal to the amount of the corresponding Authorization
Manual Payment– Use
this transaction when receiving a payment (e.g. cash or check)
directly from the callshop reseller.
Use this transaction to give the callshop reseller credit,
for example, as a sales promotion. The difference between
this and “Manual Credit” is that this transaction applies
to a special “Credits / Promotions” service, and not to any
actual service. Basically, it provides some “virtual” funds
to the callshop reseller for future use.
Refund – Use this transaction to refund
an earlier payment received from the callshop reseller (e.g.
a check returned by the bank). This means the balance will
be changed so that the callshop reseller is able to make fewer
Service (only for Manual Charge
and Manual Credit)
A service for which the manual charge / credit is made.
The charged / credited amount will be included in the selected
service section on the next invoice.
Amount to charge / refund.
Date (only for Manual Charge and
A date associated with the manual charge / credit. For example,
you can specify a date for manual credit action for when an item
Note that if the selected date falls within a previous (closed)
billing period the transaction will be included in the next
Include into Out-Of-Turn Invoice (Only
for Manual Charge and Manual Credit)
This allows you to include transactions on an out-of-turn
invoice to be issued on demand. You should then generate the invoice
with the requisite transactions on the Out-Of-Turn Invoice
For example, if the end user visits your office to buy a new
IP phone, your clerk will locate the account, issue an invoice
covering the cost of the phone, take the money for the phone and
give the phone and the invoice to the end user.
Transactions included on an out-of-turn invoice that was generated
on the Out-Of-Turn Invoice page won’t be reflected
on the regular invoice issued at the end of the billing period.
Transaction ID (only for E-Commerce
Refund and Capture Payment)
The transaction ID obtained via the Authorization Only
transaction. This is required to use the reserved earlier amount
for a current transaction.
A comment on this transaction visible to the administrator
as well as the callshop reseller, in the xDR browser or on the
An internal comment on this transaction; not visible in
the xDR browser, and accessible only from the database directly.