In this article, we will be covering

  1. How to collect due amounts

  2. How to write off a due amount


1. Collecting the due amount

If a customer has a due amount, it will show up in the customer profile and when the customer makes a booking they will have an unpaid dues tag beside their name to indicate that they have a payment due

To collect the due amount you can follow the below steps:

  • Navigate to the customer profile

  • Under the payments tab, you will be able to see the order with has a due amount. Click on the info icon

  • Order information will open up, click on collect

  • Select the payment type and click on complete order

  • The payment will be added and the order will be updated


2. Writing off a due amount

To write off a due amount you can follow the below steps:

  • Navigate to the customer profile

  • Under the payments tab, you will be able to see the order which has a due amount. Click on the info icon

  • Order information will open up, click on write-off

  • Enter the amount you want to write off from the due and click on write-off

  • The system will ask you to confirm the write-off request to proceed, as once you write off payment you will not be able to undo it. Click on confirm

  • The amount will be written off and the order will be updated


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