Manage Postpaid Charges (PC850) feature allows agents to manually add charges to existing and upcoming invoices for post-paid clients. This feature is particularly useful in situations where additional charges need to be added after the invoice has been generated. It should be noted that this feature is primarily intended for use with post-paid clients.

To access Manage Postpaid Charges:

Go to example.telgoo5.com >> Log in to Telgoo5 >> Select a customer >> Click on Customer Service (PC400) >> Click on Billing and Invoice (PC75) >> Manage Postpaid Charges (PC850)

Features of Manage Postpaid Charges:

1. Customer ID - Displays the customer ID of the account being charged.

2. Current Plan Price ($)- Displays the current plan price of the customer's account.

3. Description- Agent must provide a description of the charge before submitting it.

4. Activity Type- Agent must select an activity type from the dropdown options, which include Taxable and Non-Taxable.

5. Tax Amount- If Taxable Activity type is selected, the Tax Amount will be displayed and cannot be changed.

6. Amount– Agent must enter the amount being charged.

7. Charge Apply Type– The default option is "In Upcoming Bill." If there is a pending unpaid invoice on the account, the agent can also select "In Existing Invoices" or "In Upcoming Bills & existing invoice." This option can only be selected for Non-Taxable Activity.

8. Charge Type – Agent can select either One Time or Recurring from the dropdown options.

9. Feature Table-

• Invoice# - It displays the Invoice number

• Amount - Displays the amount of the charge.
• Description – Displays the description of the charge, which can be entered by the agent or generated by the TG5 SYSTEM.
• Charge Type – Displays whether the charge is a One Time or Recurring charge.
• Created Date Time – Displays the time when the charge was applied.
• Source – Displays the creator of the charge, which can be the system or an individual.
• Used Date Time – Displays the time when the charge was used.
• Used By – Displays the name of the person or system that used the charge.
• Action – If the charge is in an Active state, it will display a "Cancel" button.
  If the charge has been used, it will be displayed as "Used" and the charge entry will be appeared with a cross line.

How to Add a charge using Manage Postpaid Charges:

STEP 01: Click Manage Postpaid Charges (PC850)

STEP 02: Enter a Description

STEP 03: Select Activity Type

NOTE: - Agent can select any one Activity Type

STEP 04: Enter an Amount

STEP 05: By-default Charge Apply Type is selected as “In Upcoming bill”

Note: - If there is an unpaid Invoice, agent can select Upcoming and Existing & Upcoming Invoice as well

STEP 06: By-default Charge Type is selected as “One Time”

STEP 07: Click Submit Button, charge entry will show in Feature Table