How to adjust a Customers Balance

From time to time you will need to adjust a customer's balance, maybe you need to set an opening balance or write off bad debt

1. Head onto the left-hand Navigation Bar and click Customers
2. Search for and Edit the customer you want
3. On the left hand side you will see Balance and (Adjust).
4. Now click (Adjust), and the following screen will be displayed
5. Type in the Adjustment amount and Reference and click Post
6. For example: If the customer balance is 110.00 and you type in 100.00 this will make the new balance 210.00