1.6 KiB
weight, title, description, icon, date, lastmod, draft, toc
| weight | title | description | icon | date | lastmod | draft | toc |
|---|---|---|---|---|---|---|---|
| 195 | Adjusting Balances | How to manually credit or debit an account's balance. | article | 2025-05-27T00:00:00-00:00 | 2025-05-27T00:00:00-00:00 | false | 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
- Open the account in the Admin panel.
- Navigate to the Balance section.
- Click Adjust Balance.
- Choose the adjustment type: Credit or Debit.
- Enter the amount in dollars (minimum $0.01).
- Enter a reason/description for the adjustment. This is recorded in the transaction history and visible to account owners.
- 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.