Adjusting an Account Balance

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Important: This procedure is intended to configure a customer's beginning balance, not to pay off invoices or add money to the customer's account.

  1. Open the user's profile.
  2. Select Adjust balance next to the current Balance amount.
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  3. On the Account Adjustment Options window, select Adjust Balance, enter the customer's beginning Actual Balance.
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  4. Enter a Note about the balance, if desired.
  5. Select Save.
 
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