Use an advance or wallet balance

A customer who pays a deposit for a bridal package, or who leaves money on account, has a wallet balance. It shows on their profile as Advance / Wallet and on checkout as Advance.

Pay from the wallet

1. Choose the customer. If they have a balance, the Payment panel shows an Advance line with Available {{amount}}.
2. Enter how much of the balance to use, or click Max to use as much as the bill allows.
3. The panel shows Paid from advance and reduces what is left to pay by other methods.
4. Take any remaining amount as usual and click Checkout & Pay.

The wallet ledger on the customer's Wallet tab records the debit against the invoice number.

Add money to a wallet

• At the till: use the Advance feature on the customer's profile, Collect Advance, when the customer pays ahead.
• Corrections: Adjust on the same tab adds or deducts funds with a reason.

See Wallet and advances.