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
    brendan.png
  2. Under Account Actions, select Adjust Balance
    adjust_balance.png
  3. Scroll through and adjust the balance:
    adjust2.png
    • 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.png
  5. Click Submit
    submit4.png
  6. View receipt
    receipt2.png



I'd Like to Request an Enhancement

1 out of 1 found this helpful

Updated:
Follow

Article Feedback