Adjust Group Balances

You can credit or debit a balance and, if the balance has an expiry, change the expiry.

Before you begin

A group must own at least one product offer.

About this task

The Edit Balance page displays the selected balance name, current amount of the balance, balance unit, and expiry.

Procedure

  1. To view all balances, in the summary page, click View All in Other Balances.
  2. In All Balances, click Edit the selected object.
    Note: You can also click Edit the selected object in the listing for a balance in the Other Balances panel.
  3. In Adjust Amount, click Edit the selected object and enter the following information:
    • Amount — The amount of the balance adjustment. Enter the value without specifying any units.
    • Type — The type of adjustment (Credit/Debit).
  4. To set or change the balance's expiry, you can move the cursor to Adjust Expiry, click Edit the selected object, and either select an expiry date by clicking on the calendar icon and entering a time or enter the following information:
    • Offset to current date — How much to adjust the expiry by.
    • Offset Unit — The unit for the offset adjustment (Days, Weeks, Months, or Years).
    Note: You cannot adjust a debt balance's Expiry.
  5. For main postpaid currency balances, you can make a payment on the balance. To make a payment on a balance, complete these steps:
    1. Click the down arrow next to Payment.
    2. Click Edit the selected object above Payment.
    3. In Payment, enter the amount of the payment or use the up and down arrows to specify an amount.
  6. (Optional) In Comment, enter a reason for the balance change.
  7. Click Submit to save the changes, or click Cancel to keep the previous details.
    If you adjusted the balance, the Used column lists the new balance amount.