How to Edit a contact balance

Open a Contact

1: Click Search from the side menu – the Search window will open.

2: Select some search criteria – the list of contacts will open.

3: Double click the required contact – the Edit Contact window will open.

Select the Accounts tab

1: Click the Accounts tab – the Accounts window will open.

2: Click the Update Balance button – the Update Balance window will open.

Note: If the Update Balance button is disabled please change the User Permissions. Click here to see instruction.

Update the Balance

1: Type the new balance.

2: Click OK to Save the data and close the window.

Close the Contact window

1: The new balance will now be displayed.

2: Click OK to close the window.