Customers & loyalty
Collect a customer's balance
Apply money received to outstanding invoices and keep the statement up to date.
WHERE TO FIND IT
Sales → Customer payments
Step by step
Choose the customer and check their outstanding invoices.
Enter the amount actually received, payment date, method and reference.
Allocate the amount to the intended invoices; check any unallocated surplus.
Save and review the updated balance. Give the customer their payment voucher.
Allocate receipts and keep overpayments
- Choose manual invoice allocation or the oldest-unpaid-first option. Check every allocated amount and the remaining balance before saving the receipt.
- If the customer pays more than the outstanding invoices, keep the surplus as unallocated store credit. It can be applied to a later sale after the online balance check; do not invent another invoice to absorb it.
- Part-paid invoices remain outstanding for their unpaid portion. Use the customer statement and aged receivables to trace what was charged, paid, returned and still owed.
Tools and options
- Overpayments become credit
- Keep surplus customer payments available for a later purchase.
- Collect account payments
- Record payments against outstanding customer balances.
- Oldest-invoice allocation
- Apply collections to older unpaid sales first.
- Part-paid invoice tracking
- See which invoices are settled and which still have a balance.
