This article covers Credit Account billing. For basic information, see the article Credit Account – Manual.
In this article, you will learn:
- How to view Credit Account transactions
- How to generate a statement
- How to change billing details
- Frequently asked questions
Credit Account transactions
To view Credit Account transactions in Customer Administration, follow these steps:
- Log in to Customer Administration ⧉.
- In the top menu, select Billing.
- In the left menu, click Account transactions.
Each entry includes:
- payment flag – a special marker for payments that are:
- reserved (B): systém částku vyhradil na úhradu objednávky, objednaná služba čeká na zřízení.
- not yet settled (N): the system used the amount to pay for an order but has not yet included it in a statement.
- type – order payment or deposit
- service – the type of service paid for
- amount – deposit amount (positive number) or payment amount (negative number)
- description – a description of the specific service paid for or notes about the deposit
- order no. – the order number, corresponding to the order in the billing system and the pro forma invoice numbers
The Credit Account balance and amounts are shown excluding VAT.
Statement
Each statement includes an invoice listing the settled services and deducting the corresponding credit so that the invoice total is 0 CZK. The system generates statements automatically in the first half of each calendar month. It sends the final invoice to the Credit Account billing email.
The system settles only services that have been successfully set up.
You can also generate a statement manually as follows:
- Log in to Customer Administration ⧉.
- In the top menu, select Billing.
- In the left menu, click Statement.
- Click the button Generate statement.
Changing billing details
You currently cannot change billing details in Customer Administration. Log in to Customer Administration and contact us using the form ⧉. In your request, provide the new billing details you want to set.
The billing department normally handles requests within 1 business day.
Common issues
Common Credit Account issues include:
Billing details cannot be changed
Problem: Administration displays: Billing details can no longer be changed because accounting documents already exist for this Credit Account.
Cause: The billing department must review the Credit Account manually before its billing details can be changed.
Solution: Request a change to Credit Account billing details using the form ⧉. Provide the new details. The billing department will normally resolve the matter with you within 1 business day.
The payment request does not match the credit entered
Problem: The amount on the payment request is higher than the credit amount entered in the form.
Cause: The amount you enter in the form excludes VAT, which the system adds afterward.
Solution: Pay the exact amount specified in the request. If VAT has been charged incorrectly, contact us using the form ⧉.
Frequently asked questions
Where can I find more information about Credit Account billing?
For more information, see the articles Credit Account – Statements.
How much credit will you deduct when I pay for a service? Including VAT or excluding it?
You pay VAT when topping up your credit, so the system deducts amounts excluding VAT when paying for services.
How do I change Credit Account billing details?
Request the change customer support ⧉. The billing department normally handles requests within 1 business day.
Can I pay part of an order from the Credit Account and the rest another way?
No, the entire order must be paid using one payment method.
Why can’t I add a newly created service to a statement? The amount has already been deducted successfully.
The amount is only reserved (the service has a transaction overview flag B). Wait until the service is set up, then you can generate a statement.