Recording a manual adjustment
Add a one-off charge, a goodwill credit or a write-down to a family's account, with a reason the family sees.
Updated 18 October 2026
Why this exists
Not everything a family owes or is owed comes from a lesson: a one-off fee, a goodwill credit, a small amount to write off. A manual adjustment records it on the family's account with a reason they can read, under your name, so there is never a question later about why a figure changed.
Use a manual adjustment for anything the roll does not charge: a one-off fee, a goodwill credit for a missed lesson, or writing off a small amount.
Before you start
You need the billing.edit permission. Settling an open invoice with a credit also needs invoices.edit.
Steps
- Open Finance > Family balances and find the family.
- Choose to adjust that family.
- Enter the amount in dollars. A positive amount adds a charge. A negative amount (for example -25) records a credit or write-down.
- Write the reason. It is required, and the family sees it on their invoice.
- For a credit, choose where it goes:
- Settle invoice to put it on one of the family's open invoices as a credit note, or
- Take it off the family's next invoice.
- Choose Record adjustment.
Good to know
- An adjustment goes on the ledger under your name and cannot be edited or removed. To undo one, record the opposite amount with a reason.
- A credit bigger than the next invoice is split across invoices.
- While your centre is holding family charging until a date, a positive adjustment is refused. Credits still work.