Credit adjustment runbook
Credit adjustments are administrative tools for approved support or billing cases. They should not become a substitute for fixing broken billing, metering, or renewal state.
Before adjusting
Confirm:
- account vs organization billing context
- current subscription/plan
- billing period
- included allowance
- actual usage
- existing bonus/purchased credit sources
- reconciliation state
Common adjustment types
Depending on the active billing administration surface:
- one-time bonus credit
- correction after a confirmed provisioning error
- temporary support credit
- monthly allowance override
- hard credit ceiling
- removal/reversal of an incorrect manual adjustment
Apply an adjustment
- Locate the exact BillingAccount.
- Identify the reason and supporting incident/support reference.
- Choose the narrowest adjustment type and amount.
- Avoid changing the base plan unless the plan itself is wrong.
- Apply the change with authorized billing permission.
- Verify the resulting balance/allowance.
- Confirm the action appears in audit/history where supported.
Renewal problems
If a monthly renewal failed to provision allowance, fix the renewal/reconciliation path first. A manual credit can be used as a temporary correction only when policy permits and the root problem remains tracked.
Shared organization credits
An organization adjustment affects the shared pool. Review current consumption and member/application attribution before changing the balance.
Hard ceilings
Use hard ceilings to control future consumption. Do not treat a ceiling as a refund or as a replacement for plan limits.
Do not create undocumented permanent entitlements through recurring manual credit adjustments. Product access should remain tied to plan/policy configuration wherever possible.
