How to adjust Account Balance of a client
Posted by
Support Team
on
July 10, 2025
— Updated on
July 10, 2025
This guide will walk you through how to adjust an account balance.
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.