To credit or debit a customer's account in the portal, use the following steps:
Navigate to Users & Accounts, then Users on the left-hand menu. Search for the user's account that you wish to access, and click the name or email address of the account to access.
Once in the user's account, click the Billings/Payments tab, then Wallet Management.
Click Adjust Balance.
Enter the dollar amount, and select whether you are increasing (crediting) or decreasing (debiting) the customer's balance.
Add a Reason in the dropdown, this will be saved in the comment and used for reporting.
Add a Comment for the balance adjustment - these are saved in the Comments section of a user's account for internal reference.
Click Update to save the changes.
