Customer dashboard "Advance Payments" overview

Customer dashboard "Advance Payments" overview

Learn here about advance payments

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. Deposits

In the table you can see all actions regarding advance payments.

You can see all deposits made by a customer.

For each deposit made you can see:

  • the date it was made

  • the type (bank transfer, cash, voucher, other)

  • a note that was added when the deposit was created in Divery

  • The amount that was deposited



5. Used for paying invoices

The table also shows when and how much of the advanced payment amount has been used for paying invoices.



6. Refund

You can also see when a refund was given.



7. Used for payments

Here, you can see the total amount of advance payments that has already been used for paying invoices.



8. Remaining total

Here, you can see the remaining balance of the customer's advance payments. This amount is available in the shopping cart when paying an invoice.



9. Add a new advance payment

Click the ➕ button to add a new advance payment



10. Select the currency

Select in which currency the payment was received.



11. Add an amount

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



12. Select a date

Select the date you received the advance payment.



13. Select the type

Select the type for the advance payment.

Types available are:

  • Bank transfer

  • Cash

  • Voucher

  • Other



14. Add a note

Optionally you can add a note about the advance payment.



15. Add the advance payment

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



16. Add a new refund

Click the ➕ button to add a new refund



17. Select the currency

Select in which currency the refund will be given.



18. Add an amount

Add here how much the refund is in the selected currency.



19. Select a date

Select the date you give the refund.



20. Select the type

Select the type of refund.

Types available are:

  • Bank transfer

  • Cash

  • Voucher

  • Other



21. Add a note

Optionally you can add a note about the refund.



22. Add the refund

Click the "Refund" button to add the refund for the customer.


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