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 Apply to save any changes made to the record.

Reset

Click Reset to clear changes that were made to the customer's information.

Cancel

Click Cancel to cancel any changes made and return to the Customer Information page.