Managing Customer Financials

You can manage the customer financials such as adding payment. You can also reset financials.

To manage customer financials, follow the steps given below.

1.  Navigate to the Customers option in the Navigation Menu.

The Customers page will be displayed.

2.  Click the View button on the row of the customer that you wish to manage financials.

The selected record will be displayed in the edit mode.

3.  Navigate to the Financials tab.

The Financials section of the page will be displayed.

From here you can manage financials of the customer. For more information refer to the following sections.

• Adding New Payment
• Resetting Financials