How to View and Add Member Balance

Overview

The Member Balance feature allows staff to view a member's current balance, review their balance history, and manually add balance when required.

This feature helps staff quickly answer balance-related questions, apply goodwill or corrective balances, and review balance activity from a single location within the member profile.

Before You Start

Before using this feature:

• Ensure you have access to the XODA Web Portal.
• You must have permission to view and update member profiles.
• Open the member profile before attempting to view or add balance.

Where to Find Member Balance

1. Log in to the XODA Web Portal.
2. Navigate to Operations → Members.
3. Search for and open the member profile.

The member balance is displayed in two locations:

• Member Header – Displays the current balance and the Add Balance button.


• Personal Info tab – Displays the Balance section and balance history.

View a Member's Balance

1. Open the member profile.
2. Review the balance displayed in the member header.


3. On the Personal Info page, scroll down to the Balance section.
4. Review the member's balance history.

Add Balance to a Member

1. Open the member profile.
2. Click Add Balance.

3. Enter the balance amount.
4. Click Add.

After saving:

• The member's total balance updates immediately.
• A new balance record is added to the Balance table.

💡 Tip: Always verify both the updated balance and the newly created balance history record after saving.

🎥 Video Tutorial: Prefer a visual walkthrough? Watch the guide below.

Verify the Balance Update

After adding balance:

• Confirm the balance shown in the member header has increased.
• Review the Balance table to ensure a new transaction has been recorded.

✅ Result:

• The member's balance has been updated successfully.
• A balance history record has been created for future reference.