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.
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.
Lunch Credits
The amount of lunch credits in this customer's account.
Breakfast Credits
The amount of breakfast credits in this customer's account.
Apply Button
Click Apply to save any changes made to the record.
Reset Button
Reset clears any changes that were made to the customer's information.
Cancel Button
Click Cancel to cancel any changes made to the record. The changes are not saved and you return to the Customer Information Page.