Adjusting Customer Balance

Overview

Learn to adjust customer account balances efficiently. This is most beneficial when performing a balance transfer as done when transferring from another system.

Estimated Time to Complete - 5 minutes

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

Step-by-Step Guidance

1. Open to customer file > Account.

2. If there is a balance, please add a charge.

3. If there is a credit, please add a credit.

4. We recommend changing the date to the day before the first day of the billing period that you will bill.

   1. Example: If you were planning on January 2022 being your first billing period, you would date this entry 12/31/2021.

5. Add the appropriate entry (charge or credit).

6. Select the category “Account Adjustment”.

7. Enter the appropriate date and amount.

8. We recommend also adding a comment that says: Balance transfer from (insert old system name here).

Web App

This feature is not relevant or present on the Web App version of Wise Option.

Mobile App (iOS/Android)

This feature is not relevant or present on the mobile application version of Wise Option.

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Resources

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