Adjust a mobile user balance
Version note: This video was recorded in GMS v1.1.10 beta 6 and uses the label GPay Users. Current GMS uses Mobile Users. Button placement may differ.
Use a balance adjustment to credit or debit a mobile user account while retaining a dated record of the change, reason, and GMS user who made it.
Training video
Before you begin
- Confirm the correct account and mobile user.
- Confirm whether the balance should increase or decrease.
- Prepare a clear customer-service reason for the adjustment.
Walkthrough
- Select the required Account.
- Open Mobile Users.
- Select the mobile user.
- Open the user’s Transactions.
- Select the add control shown as a plus (+) in the recording.
- Choose the adjustment direction, enter the amount, and enter a concise reason.
- Review the entry, then select Save.
Verify the adjustment
Return to the transaction history. Confirm the amount and direction, reason, date and time, and recorded GMS user. If any value is wrong, do not create an opposite adjustment until your organization’s correction process has been confirmed.
Video narration (edited)
Read the edited narration
At account level, open Mobile Users and select a user. The Transactions view shows debits, credits, descriptions, dates, and times. Adjustments can add or remove value. Each saved adjustment records the signed-in GMS user and the reason entered. Select the plus control, enter the amount and reason, review the direction, and save.