icon under Account Balance. The
Account screen appears.Use the following procedure to adjust funds and issue refunds from the Student Records or Adults and Teachers screen:
Note: After you adjust funds or issue a refund, verify that the account balance in the Account Balance section of the Quick View panel is correct. If the balance is not correct, void the transaction and repeat the steps.
Open a till before making any adjustments.
1. Go to Community > Student Records or Community > Adults and Teachers.
2. Search for and then double-click the record line item. Record information appears in the Quick View panel.
3. In the Quick View panel,
click Adjust Funds or click the icon under Account Balance. The
Account screen appears.
4. Click the 
icon (Make Adjustment).
5. Enter adjustment information:
•Adjustment: Enter the adjustment amount. When subtracting from the account, enter the minus sign before the amount (for example, -5.00).
•Adjustment Reasons: Select a reason from the drop-down list. For a refund, select Refund from the list.
•Adjustment reasons are managed from the Additional Options section of the System Options screen (Admin > Definitions/Setup > Global > System Options). Click the Student Account Adjustment Reasons button to access the Student Account Adjustment Reasons screen where you add and delete reasons. You cannot delete the system-defined reasons.
•Comments: Enter a comment regarding the adjustment.
6. Click Save.