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.

Adjusting Balances

1. Click the Customer record that needs a balance adjustment
2. Click Functions or right-click to open the Customer record 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
4. Click For highlighted customer
5. Enter the amount that needs to be applied to the balance
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
7. Enter a Reason for the adjustment - this will be recorded in the Customer's Notes
8. Click Adjust
9. Click Yes to confirm and update the balance

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
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
4. Click For all customers in current view
5. Enter the amount that needs to be applied to the balance
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
7. Enter a Reason for the adjustment - this will be recorded in all Customers' Notes
8. Click Adjust
9. Click Yes to confirm and update the balance on all selected Customer records

1. Click the Customer record that needs a balance recharge
2. Click Functions or right-click to open the Customer record context menu
3. Click Re-charge Balance
4. Select the Payment type to record the recharge against
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
6. 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

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
3. Click Batch Re-charge - "Re-value of all customers listed in current view" will be shown
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
7. Click Batch Charge
8. Click Yes to confirm and recharge the balance on the selected Customer records