How to create a transaction/adjustment on an account

1. Find your member, then go to the Accounts tab.

2. Click View Payment History in the top right.
3. Click Create New Transaction (bottom right).

4. Enter a Description Example: Adjustment, Overcharge, Credit for overpayment, etc.
5. Choose Credit or Debit/Charge in top left.

6. Next enter an Amount, if the amount is a debit be sure to place a minus sign (-) in front.

7. (If you have an Account field at the bottom) Select an Account from the dropdown, the account field is the GL account you want to assign this transaction to. If you have no preference choose Membership-Other.
8. Click OK.

The transaction will now show on the screen as a payment or charge. Payments are positive, Charges are negative (surrounded by parenthesis).

Click for a demonstration