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Adjusting a Client’s Balance

Learn how to adjust Client balances using Manual Adjustments or Credit Requests.

Written by Maahi Islam
Updated over 2 weeks ago

There are two main ways of adjusting a Client’s balance in TutorCruncher:

  • Credit Requests: These are used to request a payment from the Client, which once paid, increases their balance. Read more about Credit Requests here.

  • Manual Adjustments: To apply a manual change to the balance, navigate to the Client’s Accounting tab and select Adjust Balance. You’ll be able to enter a custom amount (positive or negative), a description of the change, and a payment method. To deduct money, simply input a negative value (e.g. -50) and select Balance Correction from the method dropdown.

Manual Adjustments are useful for quick corrections, applying credits, or logging non-standard payments. You can find out more about Manual Adjustments in our video guide below.

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