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Adding a down payment following a cash inflow
Adding a down payment following a cash inflow

This training will allow you to note that you have received money from a customer that he can then use to purchase a product.

Kevin Bagayoko avatar
Written by Kevin Bagayoko
Updated over a year ago

To add a positive deposit following the early cashing of a customer's money, follow this procedure :

Step 1: Adjust the customer balance with a cashout.

In the search bar, search for the customer > Click on "Adjust balance".

Choose the "Collection" adjustment type > Indicate the amount to be added to the balance > Click "Next".

  • In the drop-down menu, choose the manual payment method with which the advance was paid.

  • Choose the date of the cashout and add a note if needed > Confirm payment.

The customer balance is adjusted by +50€.

Step 2: Use the customer balance to pay for a purchase.

Follow this method:

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