Adjusting and Recharging Customer Balances

Adjusting and Recharging Customer Balances

This article applies to Instant CRM version 2.5 and higher - screenshots are taken from Instant CRM version 2.7.

Click Customers to open the Customer record list - by default all Customer records are displayed.

Customer Record List

Adjusting Balances

Single Customer Balance Adjustment

1. Click the Customer record that needs a balance adjustment
Click Customer Record
2. Click Functions or right-click to open the Customer record context menu
Customers Functions Button

Customers Context Menu

3. Click Adjust Balance / Adjust Points - the button is labelled "Adjust Balance" when Instant CRM is in Cashless mode, and labelled "Adjust Points" when in Loyalty mode
Adjust Points Button

Adjust Points Context Menu Option
4. Click For highlighted customer

5. Enter the amount that needs to be applied to the balance
Enter Adjustment Amount For Highlighted Customer
6. Select the required adjustment type:
  • Select Add to (or deduct from) current Balance to add to the balance if the amount entered is a positive amount, or deduct from the balance if the amount entered is a negative amount
  • Select Multiply current Balance by value entered to multiply the balance by the amount entered
  • Select Replace current Balance with value entered to overwrite the current balance
Adjustment Type For Highlighted Customer
7. Enter a Reason for the adjustment - this will be recorded in the Customer's Notes
Adjustment Reason For Highlighted Customer
8. Click Adjust
Adjust Points For Highlighted Customer
9. Click Yes to confirm and update the balance
Confirm Adjust Points On Highlighted Customer

Batch Balance Adjustment

Use this function with care, as once a batch adjustment has been made it cannot be undone.

1. Use the filters to display the required group of Customer records that need a balance adjustment
Customers_Filtered
2. Click Functions or right-click to open the Customer record context menu
Customers Functions Button

Customers Context Menu
3. Click Adjust Balance / Adjust Points - the button is labelled "Adjust Balance" when Instant CRM is in Cashless mode, and labelled "Adjust Points" when in Loyalty mode
Adjust Points Button

Adjust Points Context Menu Option
4. Click For all customers in current view

5. Enter the amount that needs to be applied to the balance
Enter Adjustment Amount For All Customers
6. Select the required adjustment type:
  • Select Add to (or deduct from) current Balance to add to the balance if the amount entered is a positive amount, or deduct from the balance if the amount entered is a negative amount
  • Select Multiply current Balance by value entered to multiply the balance by the amount entered
  • Select Replace current Balance with value entered to overwrite the current balance
Adjustment Type For Highlighted Customer
7. Enter a Reason for the adjustment - this will be recorded in all Customers' Notes
Adjustment Reason For Highlighted Customer
8. Click Adjust
Adjust Points For All Customers
9. Click Yes to confirm and update the balance on all selected Customer records
Confirm Adjust Points On All Customers

Recharging Balances

Single Customer Recharge

1. Click the Customer record that needs a balance recharge
Click Customer Record
2. Click Functions or right-click to open the Customer record context menu
Customers Functions Button

Customers Context Menu
3. Click Re-charge Balance


Re-charge Balance Context Menu Option
4. Select the Payment type to record the recharge against
Re-charge Balance For Selected Customer
5. Enter the Value to add - if the Customer is in a Scheme that has an Uplift setting, the Uplift value will be displayed here
Enter Value For Balance Re-charge
6. Click OK
Click OK
7. Click Yes to confirm and recharge the balance - if the Customer is in a Scheme that has an Uplift setting, the Uplift value will be applied
Confirm Recharge Balance

Batch Balance Adjustment

Use this function with care, as once a batch recharge has been made it cannot be undone.

1. Use the filters to display the required group of Customer records that need a balance adjustment
Customers_Filtered
2. Click Functions or right-click to open the Customer record context menu
Customers Functions Button


Customers Context Menu
3. Click Batch Re-charge - "Re-value of all customers listed in current view" will be shown
Batch Re-charge Button

Batch Re-charge Context Menu Option
4. Select the Payment type to record the recharge against

5. Enter the Amount that needs to be added or deducted from the selected Customer records
6. Tick Apply uplift values associated with schemes if you want to apply the Uplift value as part of the re-charge		Enter Amount For Batch Re-charge


7. Click Batch Charge
Charge Batch
8. Click Yes to confirm and recharge the balance on the selected Customer records
Confirm Batch Re-charge

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