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Adjust a mobile user balance

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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

  1. Select the required Account.
  2. Open Mobile Users.
  3. Select the mobile user.
  4. Open the user’s Transactions.
  5. Select Add (+).
  6. Choose the adjustment direction, enter the amount, and enter a concise reason.
  7. 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.

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