Add an advance payment for a customer

Add an advance payment for a customer

Learn here how to add an advance payment for a customer.

1. Click on a customer

Click on a customer in the center dashboard.

Alternatively, you can search for a customer or go to the customer list and select one there.



2. Click on "General"

Click the "General" button to view the customer's information page.



3. Select the "Transponder" tab

Make sure the tab, labeled "Transponder" , is selected.



4. Add a new advance payment

Click the ➕ button to add a new advance payment



5. Select the currency

Select in which currency the payment was received.



6. Add an amount

Add here how much the advance payment is in the selected currency.



7. Select a date

Select the date you received the advance payment.



8. Select the type

Select the type for the advance payment.

Types available are:

  • Bank transfer

  • Cash

  • Voucher

  • Other



9. Add a note

Optionally you can add a note about the advance payment.



10. Add the advance payment

Click the "Add" button to add the advance payment for the customer.


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