Use the Debit/Credit Account page to apply a debit (such as an additional charge) or a credit to a customer's account.
Choose one of the following:
Go to Front Desk > Adjust Balance. Search for and select a customer.
Go to Front Desk > Population > Customers. Search for and select a customer. Click Adjust Balance.
Go to Administration > Population Settings > Customers. Search for and select a customer. Click Adjust Balance.
Enter a Description for the transaction.
Choose one of the following:
To debit the customer's account:
Click Debit Account.
Enter a Debit Amount.
Select an Offsetting G/L Account.
(If this feature is enabled for the organization) To include this debit in Reports > Financial Reports > Tax Receipt reports, select this checkbox and then optionally click the Find related transactions link to select the related transactions.
To credit the customer's account:
Click Credit Account.
Enter a Credit Amount.
(Optional) To debit a G/L account to offset the credit (as opposed to credit via normal payment):
Click Debit G/L Account.
Select an Offsetting G/L Account.
(If this feature is enabled for your organization) To include this credit in Reports > Financial Reports > Tax Receipt reports, select this checkbox and then optionally click the Find related transactions link to select the related transactions.
Enter any Staff or Customer Notes for this transaction.
Click Submit.
Viewing a customer's transaction history