An Account Balance or Credit product adds a one-off charge or credit to an account, like a prior balance from your first year on Member Splash. You enter the amount on each account, it's included the next time they pay, and then it's cleared.
Set it up (one time)
Go to Finances > Products, open the Fee Types tab, and make sure you have an Account Balance fee type (or Balance Due or Credit). Create one if not.
Click Settings in the top navigation bar and go to Members > Custom Account Fields. Add two fields if you don't have them: Account Balance and Account Balance Description.
Go to Membership > Accounts, open a test account, and on the Custom Fields tab enter a test amount (no $ sign) and description. Save. The product can't see these fields until at least one account has a value.
Build the product
Go to Finances > Products and click Add New.
Name it something like Account Balance Debit/Credit and set the Fee Type to Account Balance.
Use only the Account Balance or Credits pricing section. Set Balance Field to Account Balance and Balance Description Field to Account Balance Description.
In Show / Hide / Require Rules, check Apply Rules, set Rule Action to Require, and add rules like Account Type is Full Member and Account Payment Status is Unpaid.
Click Publish.
We recommend Require. With Show, members can skip the charge.
Add a balance or credit to an account
Go to Membership > Accounts and open the account.
On the Custom Fields tab, enter the amount in Account Balance (no $ sign; use a minus sign for a credit, like -200) and what it's for in Account Balance Description.
Save the account.
For many accounts at once, select them on Membership > Accounts and use Bulk Actions > Update Custom Field. To see what the member sees, click the ⋮ menu next to the account and choose Switch to. The balance shows at the top of their payment screen.
⚠️ Leftover credit isn't carried forward. After any payment, the whole Account Balance resets to 0 and the description is cleared. Example: a -$200 credit used on a $50 rental leaves -$150, but it's wiped unless you re-enter it. The field also doesn't calculate anything; it only uses what you type.
Keep a record
Because the amount and description are cleared once paid, add an account note when you add a balance or credit. A note type like "Account Balance notes" (set up in Settings > Members > Note Types) makes them easy to report on later.