Account Management


 

Adjust Account Balance

 

Overview

This article will show you how to manually adjust the balance on an account. 

Instructions

  1. Search and select a user
    search_and_select_user.jpg
  2. Under Account Actions, select Adjust Balance
    select_adjust_balance.jpg
  3. Scroll through and adjust the balance:
    adjust_account_balance.jpg
    • Old Balance Due: Non-editable, shows you the old balance that was due
    • New Balance Due: Edit the number to accurately reflect the new balance
    • Due On: Input a date
  4. Add any additional Comments at the bottom of the pop-up
    enter_comments.jpg
  5. Click Submit
    submit_account_balance_adjustment.jpg
  6. View receipt
    view_receipt_for_account_balance_adjustment.jpg



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