Manual changes to credits and entries are sensitive. This article defines a consistent process so that adjustments remain traceable both operationally and for accounting purposes.
When to make a manual adjustment
Correcting an incorrectly added or deducted balance.
Processing an approved refund or complaint.
Providing a compensation based on your internal policies.
What actions to use
Increase: add credits or entries to a client's account.
Decrease: manually adjust the count to the correct value.
Change validity: modify the expiration date of credits or entries.
Safe step-by-step process
Confirm which client the change applies to.
Make the adjustment.
Optionally, add an internal note with the reason.
Check the client profile to verify the numbers are correct.
Important: Always record the reason for a manual adjustment in the client's internal notes. Without it, tracking down the source of a discrepancy later becomes much harder.
FAQ
How do I know whether to adjust credits or entries?
It depends on the type of pass the client actually uses for bookings and orders.
When should I also change the validity?
When the goal is both a compensation and an extension, not just a balance change.
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