Purpose Statement

The Business Portal allows service providers to purchase additional ITM credits and review transaction history associated with credit purchases and ITM report submissions.

Service providers can view their current credit balance, purchase additional credits through the integrated payment process, and access invoices or receipts for previous transactions.

Background Information

ITM credits are used by service providers when submitting ITM reports through the Business Portal. The ITM Credits area provides a central location for managing credits and reviewing how they have been purchased or used.

From the ITM Credits area, service providers can:

• View their current ITM credit balance.
• Purchase additional ITM credits.
• Review previous credit purchases.
• Review transactions associated with ITM submissions.
• Open invoices or receipts associated with individual transactions.

The payment process opens in a separate browser window. After completing the purchase, users can return to the Business Portal and continue where they left off.

Required Permissions

The transcript does not identify specific First Due permissions required for this workflow.

The user must have access to the Business Portal as a service provider and access to the ITM Credits functionality. Additional account or payment requirements may apply based on the Business Portal configuration.

Video

Step-by-Step Guide

1. Sign In to the Business Portal

Sign in to the Business Portal using your service provider account.

2. Navigate to ITM Credits

Select the First Due logo to open the available Business Portal options.

Locate ITM Credits at the bottom of the menu.

Your current ITM credit balance is displayed next to ITM Credits, allowing you to quickly determine how many credits are currently available.

Select ITM Credits to continue.

3. Review the ITM Credits Window

The ITM Credits window provides options to purchase additional credits or review your Transaction History.

Transaction History includes activity such as:

• Previous ITM credit purchases.
• ITM report submissions where credits were used.

4. View an Invoice or Receipt

Open Transaction History and locate the transaction you want to review.

Select the applicable transaction.

A new browser window opens and displays the invoice or receipt associated with that transaction.

For a credit purchase, the invoice or receipt includes information related to the purchase, including the number of credits purchased.

After reviewing the invoice or receipt, return to the Business Portal browser window to continue working.

5. Start a New Credit Purchase

From the ITM Credits area, select Purchase Credits.

A separate payment window opens through Stripe.

6. Select the Credit Amount

Enter or select the amount of ITM credits you want to purchase.

Review the selected amount before continuing with payment.

7. Enter Payment Information

Enter the requested payment information in the Stripe payment window.

Review the information for accuracy, and then select Pay to complete the transaction.

8. Confirm the Purchase

Wait for the payment to finish processing.

When the transaction is complete, a success message confirms that the credit purchase was successful.

9. Return to the Business Portal

Because the payment process opens in a separate browser window, return to the Business Portal window after completing the purchase.

Navigate back to ITM Credits.

Your available ITM credit balance should reflect the newly purchased credits.

10. Verify the Purchase in Transaction History

Select ITM Credits, and then open Transaction History.

Locate the new credit purchase in the transaction list.

Select the transaction to open its associated invoice or receipt in a new browser window.

Review the invoice or receipt to confirm the details of the completed purchase.

Best Practices

• Review your available ITM credit balance before purchasing additional credits.
• Purchase enough credits to support your anticipated ITM submission needs.
• Verify the amount of credits being purchased before submitting payment.
• Review payment information carefully before selecting Pay.
• Wait for the successful purchase confirmation before closing the payment window.
• Return to the Business Portal after completing a purchase and verify that your credit balance has updated.
• Use Transaction History to track both credit purchases and ITM submissions where credits were used.
• Open the applicable transaction when an invoice or receipt is needed for recordkeeping.
• Remember that payment and invoice information may open in a separate browser window.

Troubleshooting & FAQs

Where can I see my current ITM credit balance?

Open the Business Portal menu and locate ITM Credits. Your current available credit balance is displayed next to the ITM Credits option.

Where can I purchase additional ITM credits?

Navigate to ITM Credits, and then select Purchase Credits. The payment process opens in a separate window.

Why did another browser window open when I selected Purchase Credits?

ITM credit purchases are processed through Stripe, which opens the payment process in a separate browser window. After completing the transaction, return to the Business Portal window to continue working.

How do I know whether my credit purchase was successful?

A success message displays after the purchase has been processed successfully. You can also return to ITM Credits and confirm that your available credit balance has increased.

Where can I see my previous credit purchases?

Navigate to ITM Credits and open Transaction History. Previous credit purchases are displayed in the transaction list.

Does Transaction History only show credit purchases?

No. Transaction History includes previous credit purchases as well as ITM submissions where credits were used.

How do I view an invoice or receipt for a transaction?

Open Transaction History and select the applicable transaction. The associated invoice or receipt opens in a separate browser window.

Can I view an invoice for an ITM submission where credits were used?

Yes. The transaction history includes ITM submissions, and the associated transaction information can be opened from the list.

What should I do if my balance does not appear to reflect my purchase?

First, confirm that you received the successful purchase message. Return to the Business Portal and reopen ITM Credits to review the current balance and Transaction History. The transcript does not provide additional troubleshooting steps if the completed purchase is still not reflected.