Step 1: Go to the member's profile > In "General", click on "Adjust balance".
Select the type of adjustment: Add or Deduct
Write-off: Use this option to reset a balance to zero without generating an invoice or receipt.
When you add, you actually want to add money to the member's account (e.g.: Add 50 euros = +50 euros)
When you deduct, you want to withdraw money from the member's account (ex: deducting 50 euros = -50 euros)
Step 2: Complete the form
Indicate the desired amount > Indicate if you wish to generate a receipt (it is not mandatory to generate a receipt for exceptional adjustments) > Select the billing institution (optional) > Click on "Next".
Check the option Do not generate an invoice if you want to adjust the balance without creating an invoice or receipt. For example, to correct a -25€ balance and add a +25€ credit, enter 50€ as the adjustment amount and ensure no invoice is created.
Step 3: Select the payment method
Online payment :
Credit Card
SEPA
Manual payment :
Select the payment method:
Credit card (manual - card machine)
Cash
Check
Vacation check
AMEX
Transfer
Other
Client Credit Balance (Debit)
Payment Terminal:
Stripe terminal payment (Helps with taking payments more effectively and efficient) can be taken when your in the possession of a stripe terminal if this is not the case, please contact your account manager if you are interested!
More information about the stripe terminal payment can be found here!
Select the collection date and indicate the reason for this balance adjustment in the note if you wish.
Finally, click on "Confirm Payment".
“For more information regarding other tabs about member accounts,
go to the member collection
https://intercom.help/bsport-helpcenter/en/collections/3868533-members
of the Help Center.”