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Add an Adjustment to Member's Account

This guide walks you through how to add an adjustment to a member's account. Learn how to apply positive adjustments (credits) to reduce a member's balance or negative adjustments (debits) to increase it, using a simple step-by-step process.

Jun 22, 2026â—Ź
1

Navigate to the member's record

2

Click on the dollar amount owed by the member

Click on the dollar amount owed by the member
3

Click on Add Adjustment

Click  on Add Adjustment

Adjustments can be either positive or negative. A positive amount acts as a credit, reducing the member's balance, while a negative amount acts as a debit, increasing the member's balance.

4

Enter the amount of the adjustment

Enter the amount of the adjustment
5

Click on Save Adjustment

Click on Save Adjustment
6

Done 🚀

Done 🚀