Updating Balance

There are quite a few reasons why you might want to update or increase a balance without a transaction.

If you would like to add a credit to an account, see this article: Add Credit.

If you want to simply update the balance with a transaction, see this article: Add Sale.

Update Balance will allow you to add a balance to an account.

Click the Add Balance Box located in the account overview of the member's account you wish to make an adjustment on.

This is a quick reminder in this screen to use add credit or add sale for anything other than adding a balance.

• Choose "Set the amount to add to the balance"
• Choose what the adjustment is for (account fee, membership dues, protein shake..).
• Add the amount due in the Add to balance box.
• Be sure that the new balance is what you want it to be.
• Add a custom description - updating balance, member owes past dues, account fee for after hours policy rule break...
• Then click Save

Look at the new balance to verify the balance is what you wanted.