Classic View: Point of Sale > Account Maintenance > Account > Journal tab
Search Terms: Journal
Erroneous patron balances can be adjusted to the correct amount using the Adjustment button.
Adjusting a Patron's Account
- Select the Customer. If the patron has their own individual account, this field will only be populated with their name. If the patron is in a family account, this field will populate with all the patrons within the account.
Select the appropriate adjustment type for the action you are performing.
Campus provides the following default values; however, your system administrator can change these options in the Attribute Dictionary.
- Balance Forward
- Bad Debt
- Refund
- Write-Off
- Enter the Date of the adjustment.
Enter the Amount of money being removed or added to the patron's account.
By default, Campus enters an amount that brings the account to zero.
- Enter the Description as to why the account is being adjusted.
- Click Save. The adjustment will appear in the Transaction List and the patron's balance will reflect the adjustment made.
