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: Go to People > Clients > select the Client > Accounting and click Manual adjustment. In the Balance Adjustment window you can enter a description, choose a method, and enter an amount. To deduct money, input a negative value (e.g. -50) and select Balance Correction from the method dropdown — TutorCruncher rejects negative amounts on any other method. Tick Send receipt if you want the Client emailed a receipt straight away.
The 'Manual Adjustment' window.
Manual Adjustments are useful for quick corrections, applying credits, or logging non-standard payments. You can find out more in the video guide above.
Note: the Manual adjustment button only appears for Administrators with accounting edit permissions. Administrators with view-only accounting access will see the balance and its history but not this button. See here for how Administrator permissions work.