Modify Endpoint balance for Endpoint

Modify Available Balance

On the endpoint CRM screen, click

to modify the available balance. Refer to the following screen.

After clicking the button, the following screen is displayed.

2. Enter or select the following information in the corresponding fields.

Field	Description
Action	Select the action type in the drop-down list. For example, Topup, Deduct and Reset Select Topup to recharge the available balance Select Deduct to deduct amount from the available balance Select Reset to reset the available balance
Amount	Enter the amount
Reason	Enter the reason for modifying the balance

Click Submit.
After clicking Submit, a confirmation message is displayed indicating endpoint/customer detail is updated successfully.

On the endpoint CRM screen, click

to modify the monthly limit. Refer to the following screen.

After clicking the button, the following screen is displayed.

3. Enter or select the following information in the corresponding fields.

Field	Description
Amount	Enter the new monthly limit amount
Reason	Enter the reason for modifying the monthly limit

Click Submit.
After clicking Submit, a confirmation message is displayed indicating endpoint/customer detail is updated successfully.