Balance Adjustments

The Balance Adjustment wizard allows you to correct a customer’s balance.

To adjust a customer’s balance, follow these steps.

1. Choose a desired transaction from the list:

   • Void – Use this transaction to cancel an existing Authorization Only transaction that has not been settled yet. Requires a transaction ID from the Authorization Only Does not affect the customer's balance in PortaBilling® or his credit card balance.

2. Click Next.

3. Fill in the transaction information fields:

   • Action – Concise description of the selected action.

   • Amount – Amount to charge / refund.

   • Visible Comment – A comment on this transaction is visible to the end user and is in the xDR browser.

   • Internal Comment – An internal comment on this transaction is not visible in the xDR browser and is only accessible from the database.

4. If the wizard is completed, click Done.

Taxes applied at the moment of payment

If the Apply taxes at the moment of payment feature is enabled for the customer, the wizard shows an additional page with information about applicable taxes, amounts before and after taxation. 

Note that the wizard provides this information only if the following conditions are met:

• Balance adjustment is made for a debit account of a prepaid customer.

• Custom taxation and Fixed VAT Rate taxation plug-in are used.

• One of the following transaction is chosen:

  • Manual Payment

For Manual Payments , taxes are back calculated and deducted from the entered amount:

The amount applied to the balance = Entered amount – Tax