Adjust Account Balance

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

Instructions

1. Search and select a user

2. Under Account Actions, select Adjust Balance

   Note: You can also select Past Due or Due Soon > Adjust Balance at the top of the page.  

3. 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

4. Add any additional Comments at the bottom of the pop-up

5. Click Submit

6. View the receipt