1/ To add credit to a customer’s account go to Sales / Invoices / New
Call up the customer in question.
Go to the Unpaid Invoices tab.
Select Pay Specified Amount from the Coolbar on the right.
Enter amount and you will need to create or select account this is going on, as below:
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
You will see similar to below on the Payments tab:
2/ To add debits to their account, reverse the figures – i.e. place a negative amount on the Payment
Amount on the Unpaid Invoices tab.
Then a positive amount On Account and negative Cash on the Payments tab.
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