**Manual Charge Billing Method

When a client's Accounting Entity (AE) is suspended, they are greatly affected as all active contracts are suspended and they are not able to post new jobs or send an offer. In these cases the client can update their billing method and wait for the system to autocharge or they can use the PAY NOW option to initiate a manual charge on their end.

There are some instances where both options are not available or applicable, i.e., Pay Now option is unavailable or there’s a technical issue, or if account is suspended due to automated fraud - see CSS notes first and follow KB link, in these cases an agent can run a manual charge against the updated and preferred billing method that the client would like to use.

If past due balance and issue with PayPal account - see **PayPal

If client insists the card is okay and there is NO past due balance - see **Reset a Declined Billing Method

If CSS Notes show Automated Suspension per Payment Risk - see **Automated Payment Risk CC Suspension

Process Steps

1. Pull up the client's account in OBO
2. Scroll down to "Own Accounting Entities" section
3. Click on the wrench icon next to the Actions section
4. Select Deposit from the menu of options that pops up
5. Select the Billing Method (UPM) that needs to be charged
6. Select the radio button "Charge Automatically now"
7. Select the radio button "Balance due (as of today) - If need to do a partial charge, select radio button “arbitrary amount”
8. Enter a memo (i.e. client request manual charge)
9. Enter CS notes
10. Click on Deposit

If charging ACH Billing Method please DO NOT choose any outstanding invoice to be settled by the payment.