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Managing and Clearing Debt

Last updated on May 11, 2026

To settle a balance, you do not "edit" the customer's profile. Instead, you interact with the Order or the CRM Payment tool.

Adding a Subsequent Payment

  1. Navigate to Sales > Orders or find the customer in the CRM.

  2. Select the order with the "Partial" or "Unpaid" status.

  3. Click Add Payment.

  4. Enter the amount received.

  5. The Sync: As soon as you save, the Customer’s "Owed Balance" drops by that exact amount, and the Order status updates (e.g., from Partial to Paid).

Refunds and Debt

If a customer returns an item but still owes money on their account:

  • Full Refund: If the order is cancelled, the debt associated with that order is wiped from the customer's profile.

  • Restocking: The system automatically returns the items to your Inventory while adjusting the customer's financial balance.