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Food Service Solutions Help

Adjusting an Account

 

Overview

Add in a credit or deducting a particular value from an account.

Prerequisites

Log into Admin 

Click on Customer and search the customer in question

Process

  • Open Customer's account and go to the Activity Tab
  • Click on the Adjustment Button to display another screen.
    • Enter the value you would like to add to the account as a regular dollar value. Ex. 2.00 as pictured on the right.
    • Enter a comment and click OK to save your changes.
    • The adjustment will show in the activity of the customer account
  • To do a negative Adjustment and remove money from the account
    • Click the Adjustment button and enter a value with a minus (-) in front of the value. Ex. -4.00 as pictured to the right
    • Enter a comment and select OK to save the changes.
    • The adjustment will be listed in the customers account activity.

* Adjustments are made to give money back to someone if you need to void something in their account that occurred over 30 days ago.

*Adjustments are also done to remove money from an account if a check had bounced and you cannot void the payment because it was over 30 days ago.

*Adjustments will not affect your deposit for the day.

Adjustment.png

What's Next?

Generate a student statement to show Adjustments.

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