How to Add or Remove Credit from a Client’s Account

When to Use This

Use this process to:

• Provide a goodwill or promotional credit.

• Manually issue a refund as credit (when no transaction exists).

• Remove accidental or outdated credit from the client’s balance.

• Correct a misapplied payment.

Step-by-Step: Adjusting a Client’s Credit Balance

1. Open the Client Profile

From your dashboard, search for or select the client whose credit you want to adjust.

2. Click on the Balance at the Top Right

In the upper-right section of the profile, click the “Balance Owed” or credit amount link. This will take you to the Accounts Receivable ledger view.

3. Click "Adjust Account Balance"

In the upper portion of the ledger page, click the “Adjust Account Balance” button.

4. Choose Debit or Credit

A pop-up form will appear:

• Credit (Decreases amount owed)
  → Adds credit to the client’s available balance.

• Debit (Increases amount owed)
  → Removes existing credit or increases the amount the client owes.

5. Enter a Description and Amount

Add a clear description for why the adjustment is being made. This is essential for future reference and internal clarity.

Examples:

• “Added $25 goodwill credit due to booking issue on 5/20”

• “Removed $10 unused credit during account cleanup”

Enter the credit or debit amount, then click “Adjust” to apply the change.

What This Does (and Doesn’t Do)

✅ Best Practices

• Always leave a note with context. It saves you confusion down the line.

• Use this tool only when no financial transaction is needed.

• Double-check the client’s full ledger history before large balance adjustments.