To add a payment to a customer's balance
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If the side menu is not visible, click
.
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In the side menu, click Operations, then click Members and Contacts.
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Do one of the following:
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In the list of users, click the name of the customer whose balance you want to view.
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In the search box at the top of the list, enter one or more letters of a name and search for matches.
The customer's Summary page is displayed.
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Under the customer name, click Ledger.
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At the bottom of the list of invoices, click Add payment. An Add new payment page is displayed.
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On the Add new payment page, enter the required information for the payment.
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Click Save.

To delete a payment from a customer's balance
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If the side menu is not visible, click
.
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In the side menu, click Operations, then click Users.
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Do one of the following:
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In the list of users, click the name of the customer whose balance you want to view.
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In the search box at the top of the list, enter one or more letters of a name and search for matches.
The customer's Summary page is displayed.
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Under the customer name, click Ledger.
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Do one of the following:
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Move your pointer to the left of the invoice you want to refund and select the check-box that is displayed.
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Click in the ledger entry you want to delete
.
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Click Confirm.

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