Adjust a Customer's Balance

Here is a short video showing you how you can manually adjust customer account balances:

Steps for Adjusting a Customer's Balance

1. Click Point of Sale > Customers.
   
2. Search for the Customer and click the name you want.
3. In the main tab that opens, on the right side, click the Edit button.
4. Enter a Reason for the account balance adjustment (required).
5. Adjust the Balance: positive numbers are balances owed, and negative numbers are credit balances.
6. Click Update. NOTE: After you make your adjustment, the numbers may not look right. Don't worry, after you save the customer data and open their account again, your changes will be in place.
7. Scroll to the bottom of the panel and click Save.