Adding a Credit Bill Line Item to the Refund Request

You can refund the credit bill line items, such as bill segments and adjustments, to the account. While adding a credit bill line item to the refund request, you can either:

  • Directly add all credit line items of a bill to the refund request by adding the bill which has all bill segments and adjustments in credit

  • Individually add a credit bill segment or adjustment of a bill (with one or more credit line items) to the refund request

Prerequisites

To add a credit bill line item to the refund request, you should have:

  • Completed bills for the account with one or more credit line items

Procedure

To add a credit bill line item to the refund request:

  1. Click the Bills tab in the Refund Request screen.
    The Bills tab appears.
  2. Filter the bills, if required, in the Search Bills zone.
    Note: If a refund request is currently in progress for a credit bill segment or adjustment of a bill, those bills of the account are not listed in the Search Bills zone. In addition, a bill with all debit line items are not listed in the Search Bills zone.
  3. Do either of the following:
    If...Then...
    A bill has all credit line items and you want to add a particular credit bill line item to the refund request

    1. In the Search Bills zone, click the Broadcast (The Broadcast Icon) icon corresponding to the bill whose line items you want to view.

      The Bill Line Items zone appears.

    2. Select the check box corresponding to the credit bill segment or adjustment that you want to refund.
    A bill has credit balance and one or more debit line items

    1. In the Search Bills zone, click the Broadcast (The Broadcast Icon) icon corresponding to the bill whose line items you want to view.

      The Bill Line Items zone appears.

    2. Select the check box corresponding to the credit bill segment or adjustment that you want to refund.
    A bill has debit balance and one or more credit line items

    1. In the Search Bills zone, click the Broadcast (The Broadcast Icon) icon corresponding to the bill whose line items you want to view.

      The Bill Line Items zone appears.

    2. Select the check box corresponding to the credit bill segment or adjustment that you want to refund.
  4. Click Add.
    A message appears indicating that the selected bill segments or adjustments are added to the refund request.
    Note: If you select a bill (with credit balance) which contains one or more debit line items or if you select a bill (with debit balance) which contains one or more credit line items, the system will not allow you to add the credit line items by directly adding the bill. In such case, you need to individually select the credit bill segments and adjustments of the bill and then add them to the refund request.
  5. Click OK.

    Note that the credit bill segments or adjustments are added in the Refund Details zone on the Main tab.

    Note:

    Irrespective of whether you select a credit bill, or credit bill segments or adjustments, the credit bill segments or adjustments are added in the Refund Details zone. The credit bill is not added to the Refund Details zone.

    The system will not allow you to add a debit line item to the Refund Details zone.

Related Topics

For more information on... See...
How to create a refund request Creating a Refund Request