How do I correct a balance adjustment?

It is not possible to undo a balance adjustment, but you can perform a balance correction.

  1. Navigate to the client's account and click on Adjust Balance.
  2. To correct a balance adjustment, you will need to input a negative amount in the 'Amount' field and select 'Balance Correction' in the 'Method' section.
  3. Submit this and the client's balance will be reduced accordingly.
Reverse any changes to your client's balance.

Reverse any changes to your client's balance.

How do I add credit to a client's account?

You can give a client credit on their account without having to send them a credit request. This can be useful if a client has already pre-paid for your services so that you can reflect the balance on their account.

  1. Navigate to the client's account and click on Adjust Balance.
  2. On the following page, you can write a description for why you are adding credit to the client's account and specify the amount of credit to add, as well as the method of payment used by the client for your records.
  3. You can also decide whether to send the client an email notification by ticking the checkbox 'Send Receipt'.
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