Sales
How to add Payment Credit to a Client
- Click on “Clients” from the main menu.
- Click on “Manage Clients”.
- Click on the desired client file.
- Click on “Add Payment Credit” from the options at the top of the data.
- Enter the required details:
- Payment Method: Choose the payment method for the client.
- Note: You can modify payment methods via the account settings. For more details, refer to the guide “Payment Options“.
- Amount: Add the payment credit e value for the client.
- Date: Set the date for the payment process.
- Payment Status: Choose one of the statuses for the payment transaction.
- Collected By: Identify the user responsible for adding the balance.
- Ref No: An identifier for payment documents (like checks).
- Payment Details: Any additional details related to the client’s payment method.
- Receipt Notes: Add notes to the payment transaction.
- Attachment: The possibility to attach an image of a document related to the payment transaction.
- Treasury: Specify the treasury or bank account to which the collection is made.
- Payment Method: Choose the payment method for the client.
- Click on the “Add Payment” button.
- Note: You can distribute the client’s payment credit to due invoices directly by disabling “Automatic Invoice Payment”. For more details, check the guide “Distributing Payments to Invoices”