Manually Editing A Client Balance

THIS SHOULD ONLY BE DONE TO MANUALLY EDIT A CUSTOMERS BALANCE IN THE BUSINESS. CHANGES HERE WILL NOT SHOW ON REPORTING.

TO ADD CREDIT TO A CUSTOMERS BALANCE, PLEASE FOLLOW THIS GUIDE HERE.

• Select ‘Clients’ from the sidebar

• Search for the customer in question and click into their profile.
• Click ‘Points & Balance’ > ‘Change Balance’.

• Make the adjustment needed to the client’s balance and add a comment should you need to for future reference and click ‘Confirm’ when finished.