Manually Edit an Account Balance

As an admin, you have the ability to manually add or subtract from a customer's balance. You can do this by clicking on the balance total or click Adjust Balance.

You will see a pop-up window where you can Add or Subtract from the current balance at any given time! Enter the value of the desired credit, add a note/reason, and then select Adjust Balance.

If you would like insight on a customer's account balance history, simply click, Balance History, in the customer drop-down view.

Learn more about a customer's Balance History. This offers insight on the different columns and how to access content beyond the customer's overview. To learn how to access all customer's account balance's, please visit our Account Balance Reporting document.

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