Editing Manual Credit or Charge

Overview

There may be several scenarios in which a user needs to adjust a credit or charge entry directly to the customer account.

Examples: A check payment was registered, but the incorrect date or amount was entered.

The steps below will review how to make these entries.

If the period has been closed, a message will appear when you try to make an adjustment, blocking you from proceeding. Please contact your administrator to open the period to make the adjustment.

Please note that you will not be able to edit this entry if it was made automatically via the PCI-Compliant Credit Card integration.

There is a separate tutorial that reviews adjusting invoices.

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.

<Video Coming Soon>

Step-by-Step Guidance

Editing

1. Customer File > Account

2. Double-click on the charge or credit that needs to be adjusted.

   1. If you use Credit Allocations and this credit is applied, you will not be able to edit and must un-apply the payment before editing.

   2. After payment is unapplied, you can perform this and the following steps.

3. Edit the fields that need adjusting

4. Save

5. If using Credit Allocations, ensure the payment is applied appropriately.

Deleting an Entry

1. Customer File > Account

2. Highlight the record by clicking the date

3. Click "Cancel Event" at the bottom of the account

   1. If you use Credit Allocations and this credit is applied, you will not be able to delete this entry and must un-apply the payment before doing so.

   2. After payment is unapplied, you can perform this and the following steps.

4. Confirm

5. The entry has now been deleted

Web 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

Charge

1. Customer File > Account

2. Add (bottom right) > Charge

3. Select a Category

4. Enter Date

5. Enter the amount

6. Add a comment if needed

7. Save

Credit

1. Customer File > Account

2. Add (bottom right) > Credit

3. Select a Category and Method

4. Enter Date

5. Enter the amount

6. Add a comment if needed

7. Save

Mobile App (iOS/Android)

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

Charge

1. Customer File > Account

2. Add (bottom right) > Charge

3. Select a Category

4. Enter Date

5. Enter the amount

6. Add a comment if needed

7. Save

Credit

1. Customer File > Account

2. Add (bottom right) > Credit

3. Select a Category and Method

4. Enter Date

5. Enter the amount

6. Add a comment if needed

7. Save

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Resource

Un-Applying a Credit from an Invoice or ChargeApplying an Credit to an Invoice or ChargeProcessing a Void / ReturnEditing a Closed Invoice