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Managing Account Balance
Discover how to manage your account balance in Citrus. Keep track of payments, expenses, and ensure financial accuracy for your sports camp.
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Customer Account Balances is a feature that can help you build a strong relationship and retain customers. It can be another option instead of refunding a customer, but to add to their Account Balance. Customers are able to view and use their account balance for any future payments on their own. ⚖️ 🫂
How to Adjust Someone's Account Balance
- Click on Contacts on the lefthand panel
- Search for the contact
- Click on the contact’s name to view details
- Click View next to the account balance
- Click Adjust Balance
- Select the adjustment type
- Type in the amount
- Add an internal note if needed
- Click Adjust
