The Adjustments page provides the ability to adjust funds for customers. Adjustments add, subtract, or withdraw money from a customer account without affecting the till.
-> Go To: Point of Sale > CUSTOMERS > Account Details > Adjustments
Make an Account Adjustment
| 1. Locate the customer using the Search window. |
| 2. Select a *POS Station to use for the adjustment. |
| It's suggested to use a POS Station that is assigned to the school the customer attends. |
| 3. Select the *School the customer attends. |
| 4. Enter the *Adjustment Amount. |
| The Beginning Balance and Ending Balance fields display respective balance information and are not editable. |
| 5. Select an *Adjustment Type. |
| Options are: Add, Subtract, Withdraw - Cash, Withdraw - Check or Returned Check. |
| 6. Add Notes for the adjustment, if needed. |
| 7. Click Save to save the adjustment or Cancel to cancel the process. |
