Making a Payment Using Organization Credit
If your organization has available account credit then this credit can be assigned to a system and can then be used to make a payment for that system. This following steps explain how to assign organization credit and then how to make a payment using that organization credit.
Notes:
- You must be the Organization Owner to view and assign Organization Credit.
- To assign credit to your Organization you will need to speak with Keri Systems sales team.
- A notification e-mail will be sent to the account owner when Organization credit has been assigned to the system.
- You must be the Organization Owner to view and assign Organization Credit.
- To assign credit to your Organization you will need to speak with Keri Systems sales team.
- A notification e-mail will be sent to the account owner when Organization credit has been assigned to the system.
- From the main menu on the left, click on Organizations.
- You will see any organizations that the operator is a member of (or an owner of).
- Click on the name of the Organization.
- The organization details section displayed above will have basic details about the organization.
- On the right side of the screen you will see the organization credit information.
- Assigned credit - This is the amount of credit which has already been assigned to one or more of the organization's systems.
- Unassigned Credits - This is the amount of credit that is available to assign to one of the organization's systems.
- Total Organization Credits - This is the total amount of credit that has been assigned to the organization. - On the right-side of the screen use the Actions drop-down menu for the system that you wish to assign organization credit.
- Select Add Credits.
- In the Amount field, enter the amount of Organization credit to assign to the selected site.
- Click the SAVE button.
- The organization credit will then be assigned to the system and the amount will be displayed in the assigned credit field.
- This credit can now be used by the system owner to pay for any Borealis payments that are due for that system.
- If a payment is due for your system, the shopping cart icon with have a number displayed on it to indicate how many items need to be paid for.
- Click the shopping cart icon.
- A summary of the items is displayed at the top of the screen.
- The payment section will display the total amount due and also the amount of available Organization credit.
- Place a check mark to confirm you have read and agree to the reseller agreement.
- Click the APPLY CREDIT button on the right side of the screen.
- The payment will be made using the available organization credit.
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