Add or remove from account balance
Updated over a week ago

From the client profile

  1. Select "Adjust balance"

2. Select Adjustment Type, Amount and an Internal Note to remember why you are providing credit

Credit: Adds to client's accounts

Debt: Removes from client's accounts. This is great if the client has too much credit and you are looking to adjust. A negative credit will increase the price of a client's future subscription renewal.

3. Select "Apply to Account Balance"

Once credited it will appear on the client profile and be used in future point of sale purchases or automatically deducted on the client's future purchases.

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