How to adjust Account Balance of a client

This guide will walk you through how to adjust an account balance.

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1. Click “Clients”.

2. Select and click client’s name.

3. Click “Payment Details”.

4. Go to “Account Balance” tab.

5. Click “Adjust Balance” button.

6. Fill-out “Adjust Balance” form.

Fill-out the “Adjust Balance form. Select Adjustment Type, enter Amount, and input Description.

7. Click “Adjust” button.

This guide covers the process of adjusting the account balance of the client.