How to Adjust Account Balances

With the account balance tools in the Exercise.com Payments platform, you can quickly adjust a balance for any client or staff member directly from your Dashboard. This helps you keep payment records accurate and up to date across your business.

You can adjust both credit balances and debit balances to reflect money owed or money applied to future purchases.

Important: If a client or staff member makes a purchase while they have an outstanding debit balance, they will be charged for the full purchase price plus the amount owed from the existing balance.

Use the steps below to adjust a client balance or a staff member balance.

• Adjust a Client Account Balance
• Adjust a Staff Member Account Balance

How to Adjust a Client’s Account Balance

1. Navigate to the Accounts section.

Click the Accounts section to see all client accounts available for review and adjustments.

2. Select the client account.

Click the client name to open their profile and access their payment details.

3. Click the Payment Details tab.

Open the Payment Details tab to see all balance and payment information for the client.

4. Click Account Balance.

Use the Account Balance option to view the current balance and recent adjustments.

5. Click Adjust Balance.

Select the Adjust Balance button to begin changing the client’s account balance.

6. Choose the adjustment type.

Select either a Credit adjustment or a Debit adjustment from the dropdown menu.

• Credit: Decreases the amount the client owes. Future purchases apply against the credit first.
• Debit: Increases the amount the client owes. Any purchase will include the debit amount.

7. Enter the adjustment amount.

Click the Amount field and enter the value you want to add or subtract from the balance.

8. Add a description.

Enter a short note explaining why you are adjusting the balance. This helps maintain clear account records.

9. Review the Balance Summary.

Confirm that the Starting Balance and Ending Balance look correct. Click Adjust to continue.

10. Confirm the adjustment.

Click Adjust to apply the change to the account balance.

11. Click Confirm.

Choose Confirm to finalize and save the balance adjustment.

12. Review account balance transactions.

The Account Balance Transactions list will show all adjustments applied to this client account.

You have now successfully updated the client’s account balance. Keeping these balances accurate helps maintain clear payment history and smooth billing for your business.

How to Adjust a Staff Member’s Account Balance

1. Navigate to the Trainers tab.

Under the Accounts section, click Trainers to view your list of staff members.

2. Select the staff member.

Click the staff member’s name to open their account and payment details.

3. Click Account Balance.

Open the Account Balance tab to view the current balance for the staff member.

4. Click Adjust Balance.

Select Adjust Balance to begin updating the staff member’s balance.

5. Choose the adjustment type.

Select whether you want to apply a Credit or Debit adjustment.

• Credit: Decreases what the staff member owes. Future purchases apply against the credit first.
• Debit: Increases what the staff member owes. Any new purchase will include the debit amount.

6. Enter the adjustment amount.

Click the Amount field and enter the value for the balance adjustment.

7. Add a description.

Include a brief explanation for the adjustment to keep the payment record clear.

8. Review the Balance Summary.

Check the Starting Balance and Ending Balance to confirm the adjustment is correct. Click Adjust to continue.

9. Click Adjust.

Select Adjust to apply the balance update.

10. Click Confirm.

Finalize and save the adjustment by clicking Confirm.

11. Review account balance transactions.

The Account Balance Transactions list shows every balance update made to this staff account.

You have successfully updated the staff member’s account balance. Keeping balances current helps ensure accurate payment tracking for your team. For more financial tools, you can also review related reports or update other account balances as needed.