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How to Adjust an A/R Balance

This article will show you how to adjust an A/R balance from the iPad.

1. From the customer dashboard select the Accounts Receivable Tab.

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2. You will see the total balance due here. Click ADJUST BALANCE in the lower right-hand corner of the page. 

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3. The adjust A/R window will appear. Here you will choose whether you're adding/removing A/R credit. Be sure to fill in the value and a reason. Click SUBMIT in the top right corner before proceeding. 

 

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4. Returning to the accounts receivable tab you will see the adjusted A/R balance. Repeat the steps above to edit an A/R balance.

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If you have any questions, please do not hesitate to reach out to Teesnap Support by emailing us at support@teesnap.com or calling 844-458-1032