Documentation Index

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Adjust Account Balance

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

Instructions

  1. Log in to Recreation Management

  2. Search and select a user
    Navigation Accounts tab Search bar and Search Button highlighted.

  3. Under Account Actions, select Adjust Balance:Adjust balance option highlighted on the account actions menu.

    Note:

    You can also select Past Due or Due Soon and then Adjust Balance at the top of the page:Adjust balance arrow.

  4. Adjust the balance on the pop-up screen:Balance due pop-up.

    • 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

  5. Add any additional Comments at the bottom of the pop-up:Comments field.

  6. Click Submit:Submit balance button.

  7. View the receipt:View receipt.