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  • How does a customer pay their balance?

Only admins are able to pay customer balances. For the admin to pay a customer’s balance, you will need to go to the customer’s profile, select any outstanding balance that they have, highlighted in blue, which will bring you to the ‘customers balance owing’ page.

There you will be able to select the $ icon to pay these balances owing on the customer’s account.

You are then able to view the payment amount, additional outstanding balances, choose the method of payment, the date the payment is made, who the payment is paid by, any additional notes and your initials to finalize the payment.