How to Perform a Ledger Adjustment
Step-By-Step:
Step 1: Click on the Guest module along the top row.
Step 2: Select the Members list in the left-hand menu, then click on the action button and View/Edit for the member you wish to adjust
Step 3: Click on the Membership tab from the top navigation menu, then select Ledger.
Step 5: Click Make Adjustment option on the bottom of the window.
Step 5: Enter the fields and once its correct, click OK. - Select Credit to reduce the members bill and select Debit to increase the members bill.
You can enter a past date to backdate the adjustment, the backdate setting must be toggle on in Settings > Membership Settings, and if you use QuickBooks and there is a dated ledger adjustments prior to last QuickBooks sync, you will not be able to retro prior to the last QuickBook sync.
Please note: sub member membership ID charges will appear on the primary member ledger.
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