---
weight: 195
title: "Adjusting Balances"
description: "How to manually credit or debit an account's balance."
icon: "article"
date: "2025-05-27T00:00:00-00:00"
lastmod: "2025-05-27T00:00:00-00:00"
draft: false
toc: true
---

> **Internal use only.**

Admins can manually credit or debit an account's balance. This is used for issuing manual credits (goodwill adjustments, refunds, promotions) or correcting erroneous balance entries.

## How to Adjust a Balance

1. Open the account in the Admin panel.
2. Navigate to the **Balance** section.
3. Click **Adjust Balance**.
4. Choose the adjustment type: **Credit** or **Debit**.
5. Enter the amount in dollars (minimum $0.01).
6. Enter a **reason/description** for the adjustment. This is recorded in the transaction history and visible to account owners.
7. Confirm.

## Credits vs Debits

**Credit** — Adds funds to the account's balance. The account can use these funds toward future charges. Use credits for goodwill adjustments, service credits, or correcting undercharges.

**Debit** — Removes funds from the account's balance. Use debits to correct accidental credits or to reclaim balance for a specific reason. A debit cannot reduce the balance below zero — if the requested debit exceeds the available balance, it will fail.

> **Best Practice:** Always include a clear, specific description when adjusting a balance. Descriptions like "Goodwill credit — service outage 2024-11" are far more useful than generic notes like "adjustment". These are visible in the transaction history and may be referenced by support or finance.