Reconciling a customer's balance after a manual payment (card terminal, cash, cheque, bank transfer)

Step 1: Go to the profile of the member whose balance needs to be reconciled.

Search for the member in the search bar > Click on the member's name > Click on "Adjust balance".

Step 2: Record the amount received.

Choose "Payment received", enter the amount to be collected, click on "Next".

Choose "Manual payment".

Select the payment method chosen by the customer.

Add a note (optional) > Click on "Confirm payment".

Your customer's balance is now reconciled and returns to €0.

You can find a record of the transaction in your payment report.