This article will show you how to manually adjust the balance on an account.
Instructions
- Search and select a user
- Under Account Actions, select Adjust Balance
- Note: You can also select Past Due or Due Soon > Adjust Balance at the top of the page.
- Note: You can also select Past Due or Due Soon > Adjust Balance at the top of the page.
- Adjust the balance on the pop-up screen
- 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 due date
- Add any additional Comments at the bottom of the pop-up
- Click Submit
- View the receipt
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