Adjusting an Account Balance

Important: This procedure is intended to configure a customer's beginning balance, not to pay off invoices or add money to the customer's account.

  1. Open the user's profile.
  2. Select Adjust balance next to the current Balance amount.
  3. On the Account Adjustment Options window, select Adjust Balance, enter the customer's beginning Actual Balance.
  4. Enter a Note about the balance, if desired.
  5. Select Save.