Adjusting a Customers Account Balance

Log on to System Menu

Select 'Customers'

Select 'Customer Details' [F2]

Search and Select customer in Customer Search Window

Select Tab [2] 'Account Tab'

Select ‘Adjustment’

Enter amount

Select Debit or Credit

Enter Reason for adjustment

Select ‘Perform Adjustment’

A Prompt message will appear- Are you sure you want to apply adjustment of $ to this account? Yes/ No
- If Yes - Enter User ID and password and Click Continue – Account adjusted Successfully – OK
- If No - Click Cancel Button to return to Customer Profile

Select ‘Close’ to exit