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:

  2. Click Next.

  3. Fill in the transaction information fields:

  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:

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

The amount applied to the balance = Entered amount – Tax