33 lines
1.6 KiB
Markdown
33 lines
1.6 KiB
Markdown
---
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weight: 195
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title: "Adjusting Balances"
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description: "How to manually credit or debit an account's balance."
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icon: "article"
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date: "2025-05-27T00:00:00-00:00"
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lastmod: "2025-05-27T00:00:00-00:00"
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draft: false
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toc: true
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---
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> **Internal use only.**
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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.
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## How to Adjust a Balance
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1. Open the account in the Admin panel.
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2. Navigate to the **Balance** section.
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3. Click **Adjust Balance**.
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4. Choose the adjustment type: **Credit** or **Debit**.
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5. Enter the amount in dollars (minimum $0.01).
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6. Enter a **reason/description** for the adjustment. This is recorded in the transaction history and visible to account owners.
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7. Confirm.
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## Credits vs Debits
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**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.
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**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.
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> **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.
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