How to make an adjustment to an account

1. From the WebSMARTT Home page, click Customers.
2. Under Customer Management, click Find Customer.
3. Enter information into the search filters and click Search.
4. Click the name or ID of the customer who needs an adjustment.
5. Click the Adjustment tab.
   
6. Select Increase Balance to add money or credits to the account balance or Decrease Balance to remove money or credits from the account balance.
7. Enter the desired amount of the increase/decrease in either the Account Cash, Lunch Credits, or Breakfast Credits fields.
   The appropriate Balance After Adjustment fields are updated automatically after you enter the information.
8. Enter a reason for the adjustment in the Adjustment Reason field. This step is required, and the reason will display on the Adjustment Summary report.
9. Click Apply .

The Customer Information Page opens with the customer's account. Notice that the amount of adjustment is indicated in the appropriate Unapplied field(s), Unapplied Breakfast Credits, Unapplied Lunch Credits or Unapplied Account Cash. This amount stays until it has been replicated and then displays in either the Breakfast Credits, Lunch Credits, or Account Cash fields.