1. Create a New Case with the Type: Billing Internal
2. Subject: Credit Request
3. Case Reason: Billing Adjustment
4. Fill in Contact Name field and Account Name field
5. Confirm and fill out Credit Amount field. General guidelines on credit amounts

• Up to 3 months credit for Managed Chargeback and Rapid Deposit fees (3 months respectively)
• $100 limit for issues with transactions, payouts, etc.
• Defer to Cerrin for Approval before submitting billing case

1. Fill in Description field with general informaiton behind the credit request. For Example: Credit merchant $19 for one month of Managed Chargeback service.
2. Fill in Requested By field with you’re name. Then hit Save.

There’s no need to change case owner as creation of this case type will populate their report.

If you need to check how much a merchant is paying monthly for their software bill, you can try to check these Quick Links on the Account level: Invoices or Subscriptions