How can I manually adjust a Client's balance?

1. Go to the "Accounting" Tab
2. Go to the "Adjustments" Sub Tab
3. Click on the "Balance Adjustment" link 
4. On this page you can enter a debit or credit adjustment for a Client, and optionally apply it to a particular Project.

Note: The “Balance Adjustment” feature is very helpful if you are bringing a new Client over to eBillity (from another system, for example) and you want to start them out with a balance (i.e. you need to start them out with an open debit). Here’s how to do it:

1. Select your Client in the drop-down menu on the "Balance Adjustment" page. Note: after you select your Client, a list of outstanding invoices – if there are any – will show up at the bottom of the page. You can apply an adjustment to a specific invoice in this case.
2. Select your Adjustment Type.
3. Enter the amount of the adjustment, and any details.
4. Click the “Save” button.
5. If you’ve saved the adjustment correctly, a message will appear at the top of your updated invoice list (in the “Accounting” Tab, “History” Sub Tab): “Balance Adjustment made successfully.”
6. You’ll also be able to see an entry at the bottom of the list on the Accounting > History Page with the Status “Adjusted.”

Note: you can make an adjustment, and it doesn’t have to be to a specific invoice. If there are no invoices for a client, then you will be making a general adjustment to the Client itself.