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Credit a client's account without an associated payment
Credit a client's account without an associated payment

The objective of this training is to enable you to create a down payment, i.e. to add money to a customer, without payment from the customer

Kevin Bagayoko avatar
Written by Kevin Bagayoko
Updated over 9 months ago

In the search bar, search for the customer > Click on his name > Click on "Adjust Balance".

Choose "Add" as adjustment type > Add the amount > Tick the box "No invoice created" > "Submit".

⚠️ Be careful: we don't keep track of this operation. Only to be used with caution. ⚠️

The client's account balance is now 20€. This amount could be used to bill him a new product (operation only available from the manager's side).

To create a negative account balance, follow the exact same process but select "Debit" as the adjustment type.

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