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Adjust the current balance for a customer

The most common cause of an incorrect balance is a transaction error. To find out where an error may have occurred, view the customer's balance details.

  1. Choose Customers > Customer Center.

  2. On the Customers & Jobs tab, select the customer.

  3. In the Show list select Balance Details.

  4. (Optional) You can set the Filter by and Date lists to narrow the transaction list further.

  5. Review the transactions.

If the balance is too high

If the balance is too low

Still need help?

We can't anticipate every balance-related question you might have, but don't worry. We can point you to the information you need to get the job done. You can:

See also

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