Customer Fund Management

The customer fund is like an e-wallet that helps to keep track of your customer's monetary transactions for record purposes. To get started, navigate to your customer detail page.

1. Adjust Fund:  Click this to update / adjust the customer credit.

2. Fund History: Click this see past records of payment transactions and fund adjustment. 

 In "Adjust Fund", you can record any withdrawal/deposits made in your customer fund account:

  • Withdraw
  • Deposit

Note: When order is voided, the remaining amount will be transferred to the customer fund.

1. When you void a sales order, the amount paid previously will automatically be transferred into the customer credit. 

2. You can see the same amount transferred here in the customer's fund history.

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