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Debiting from the internal balance

1. The function of debiting funds from the internal balance​

To enable the function of debiting funds from the internal balance, you must:

  1. Go to the "Clients" tab;
  2. Find the right customer, by searching or manually;
  3. Double-click to open the customer card. List of "Clients"

In the customer card:

  1. Go to the "Settings" tab;
  2. Check the box "Write-off only from the internal balance";
  3. Click the "Save" button.

The system saves the selected settings. Setup

2. Replenishment of the client's balance​

To top up the client's balance, it is necessary in the list of clients:

  1. Select a user from the list of clients;
  2. Click the button "Operations on the client's balance". Button "Operations on the client's balance"

The system opens the "Operations on the client's balance" window. In the window that opens:

  1. Click the "Add" button. Add button

The system opens a new window. In the window that opens, fill in the fields:

  1. The amount of the change is a required field to fill in. You must specify the required amount;
  2. Description – optional to fill in. Specify a short description;
  3. After filling in the fields, click the "Send" button.

The system saves the completed data. The "Client Balance operation" window

In the "Operations on the client's balance" window, the amount credited to the client is displayed. The "Client Balance operation" window

3. Client Profile​

The balance in the client's profile will increase. The client will be able to charge without linking the card to the profile. If the amount runs out during the charging process, the charging will automatically stop. Application window