The Adjustment Page is used to adjust a customer's account. The transaction is written to the Transaction Table just as a prepayment would be. It appears on reports, but doesn't affect the day's cash on the bank deposit. 
Enter Account Adjustment
Increase Balance
Select this to increase the balance of this customer's account.
Decrease Balance
Select this to decrease the balance of this customer's account.
Account Cash
Enter the amount of cash to increase/decrease this customer's account.
Lunch Credits
Enter the number of lunch credits to increase/decrease this customer's account.
Breakfast Credits
Enter the amount of breakfast credits to increase/decrease this customer's account.
Adjustment Reason
Enter the reason for making an adjustment to this customer's account. This is a required field.
Balance After Adjustment
The following fields initially display the current amount in the customers account. When you enter an adjustment and hit the Tab key, the fields show how the account is affected if this adjustment is applied.
Example: The Account Cash field initially displays $10, but once you enter a decrease of $6, the Account
Cash displays $4.
Account Cash
The amount of cash in this customer's account after the adjustment.
Lunch Credits
The amount of lunch credits in this customer's account after the adjustment.
Breakfast Credits
The amount of breakfast credits in this customer's account after the adjustment.
Apply
...
Click Click Apply to save any changes made to the record. For further information, see Changes Applied .
Reset
...
Click Reset to clear changes that were made to the customer's information.
Cancel
...
Click Cancel Cancel to cancel any changes made to the record. The changes are not saved and you return to the
Customer Information Page.
Heartland School Solutions
1620 W Fountainhead Pwky Ste 501
Tempe, AZ 85282 (800) 423-2113
All Rights Reserved © Heartland School Solutions, 2016
[Image image318.jpg] [Image image48.jpg] Customer Information page.