> ## Documentation Index > Fetch the complete documentation index at: https://docs.m3ter.com/llms.txt > Use this file to discover all available pages before exploring further. # Adding Credit Line Items to Bills From *Bill management*, you can open Bills and add credits for Bill line items using the Credit reasons you've created for your Organization: * [Add a credit for a line item on an existing bill](/guides/billing-and-usage-data/running-viewing-and-managing-bills/adding-credit-line-items-to-bills#adding-a-credit-for-an-existing-bill-line-item). * [Add a credit line item manually](/guides/billing-and-usage-data/running-viewing-and-managing-bills/adding-credit-line-items-to-bills#adding-a-credit-manually). **Tip: Adding Credit Reasons?** For details on how to add Credit reasons to your Organization, see [Creating Credit Reasons](/guides/organization-and-access-management/viewing-and-editing-organization/creating-credit-reasons). ## Adding a Credit for an Existing Bill Line Item **To add credit line items to Bills for an existing Bill line item:** 1. Select **Billing**. The **Bill management** page opens and the Bills that have been generated for your Accounts are listed. The Bills listed are those for the default settings of monthly frequency and current month period end. 2. If the Bills you want to work with are for a different frequency and period, use the **Invoice date (inclusive)** calendar pop-ups accordingly. See [Running Bills and Viewing Bill Details](/guides/billing-and-usage-data/running-viewing-and-managing-bills/running-bills-and-viewing-bill-details). **Tip: Invoice dates are inclusive!** Note that when you define a period to view Bills using the **Invoice date** calendar popups, both the start and end date are interpreted inclusively. 3. To select a specific **Bill** you want to add a credit line item for, select the **Reference** hotlink text. The **Bill details** page opens. * Note that this page provides a full breakdown of the charges made to the Account for the billing period up to the **Last calculated date**. You can expand line items to see further details. 4. Select **Add credit**. The **Create** page opens and the **Credit a line item from a bill** option is selected by default. 5. Leave this default option selected and under **Credit line item details** use the **Bill** drop-down to select the bill date. The **Line item** drop-down is enabled. 6. Use the **Line item** drop-down to select the line item from the Bill for which you want to apply a credit. * Note that the **Amount** field is automatically populated for the selected line item's amount. 7. Select a **Credit reason** for the credit line item. **Warning: You must create at least one Credit reason for your Organization before you can add a credit line item to a Bill!** If you haven't, the **Credit reason** drop-down will not be available and you'll see a warning: * Select the **create a new credit reason** hotlink text provided. This takes you directly to the **Create** page to create the Credit reason you want to use to add a credit line item to the Bill. See [Creating Credit Reasons](/guides/organization-and-access-management/viewing-and-editing-organization/creating-credit-reasons). * When you create the new Credit reason, you are taken directly back to the **Create** page and the Credit reason is selected. 8. Enter a **Description**. 9. Adjust the **Amount** as required. 10. If you want to define a specific service period to apply to the credit line item, under **Service period settings** use the pop-up calendars to enter a **Service period start date (inclusive)** and **Service period end date (exclusive)**. **Notes!** * If you leave the service period start and end date fields blank, the service period applied to the credit line item will be the same as the current billing period. * If you intend to set up an integration for sending Bills to an external 3rd-party system, the service period start and end dates for credit line items may be *required* when integrating with some external systems. Please check your external system requirements to avoid any issues that might occur with an integration if these dates are left blank. 11. Select **Create Credit line item**. You are returned to the **Bill** **details** page, where the credit line item is shown and the bill is re-calculated to factor in the credit line item amount: Credit Reasons22 * In this example, a credit line item has been added to a Bill in the full amount for one of the line items - **File submission charges**. 12. You can expand the credit line item to view details and **Edit** or **Delete** the credit line item. **Warning: Approving and Locking Bills!** * If you Approve the Bill: * You can **Edit** the credit line item but the Bill will be reverted to Pending. * You cannot **Delete** the credit line item. * If you Approve and then Lock the Bill: * You cannot **Edit** or **Delete** the credit line item. ## Adding a Credit Manually **To add a manual credit line items to Bills:** 1. Select **Billing>Bill management**. The **Bill management** page opens and the Bills that have been generated for your Accounts are listed. The Bills listed are those for the default settings of monthly frequency and current month period end. 2. If the Bills you want to work with are for a different frequency and period, use the **Invoice date** calendar pop-ups accordingly. See [Running Bills and Viewing Bill Details](/guides/billing-and-usage-data/running-viewing-and-managing-bills/running-bills-and-viewing-bill-details). 3. To select a specific **Bill** you want to add a credit line item for, select the **Reference** hotlink text. The **Bill details** page opens. * Note that this page provides a full breakdown of the charges made to the Account for the billing period up to the **Last calculated date**. You can expand line items to see further details. 4. Select **Add credit**. The **Create** page opens and the **Credit a line item from a bill** option is selected by default. 5. Select **Apply manual credit**. The **Create** page adjusts for creating a manual credit line item to the Bill. 6. Under **Credit line item details**, select a **Product** reference for the manual credit line item. * Note that this is required for accounting purposes and associates the credit line item with a specific Product. 7. Enter a **Credit reason**, **Description**, and the **Amount** for the manual credit line item. **Warning: You must create at least one Credit reason for your Organization before you can add a manual credit to a Bill!** If you haven't, the **Credit reason** drop-down will not be available and you'll see a warning: * Select the **create a new credit reason** hotlink text provided. This takes you directly to the **Create** page to create the Credit reason you want to use to add a manual credit to the Bill. See [Creating Credit Reasons](/guides/organization-and-access-management/viewing-and-editing-organization/creating-credit-reasons). * When you create the new Credit reason, you are taken directly back to the **Create** page and the Credit reason is selected. 8. Enter a **Service period start date (inclusive)** and **Service period end date (exclusive)**. **Service Period Required!** When adding a *manual credit line item*, these dates are required. If you leave them blank, you'll receive an error when you try to create the credit line item 9. Select **Create Credit line item**. You are returned to the **Bill** **details** page, where the manual credit line item is shown and the bill is re-calculated to factor in the manual credit line item amount: Credit Reasons23 * In this example, a **General rebate** manual credit line item has been added to a Bill in the amount of \$20. 10. You can expand the manual credit line item to view details and **Edit** or **Delete** the credit line item. **Warning: Approving and Locking Bills!** * If you Approve the Bill: * You can **Edit** the manual credit line item but the Bill will be reverted to Pending. * You cannot **Delete** the manual credit line item. * If you Approve and then Lock the Bill: * You cannot **Edit** or **Delete** the manual credit line item. 11. Also, you can add a manual credit line item to a bill for credit against *another Product* consumed by the Account: Credit Reasons24 * In this example, a **New product sign-up bonus** manual credit line item has been added to the Bill in the amount of \$50. Note that this new line item is clearly listed on the recalculated Bill as a credit against the Account for a different Product.