Add Payment

Follow this step-by-step instruction to find out how to replenish the Customer’s balance.

To replenish the Customer’s balance, go to the Customer Management > Payments section. In the “Regular Payments” tab, click the “Add Payment” button.

In the pop-up window, fill in the following fields:

• Customer: Select the Customer whose balance you want to replenish.
• Payment Date: Select the payment date.
• Payment Amount: Enter the amount that will be added to the Customer’s balance.
• Description: Enter the additional information about the payment.

To proceed, click the “Create” button.

Once the payment is done, it is accessible via the “Payments” section. Read more about the Customer’s Payments in this Knowledge Base article.

To check the total balance of the Customer, go to the Customer Management > Balance section. The data is sorted by the Customer’s name and is usually updated once per day. Read more about the Customer’s Balance in this Knowledge Base article.