In Shopfront's Customer Management section you are able to pay off debtor accounts, allocate credits, and delete payments. 

Pay off a Customer Account 

Navigate to the Payment Page

1. Navigate to Menu > Customer Management > Customers
2. Search for the customer by typing into the text box
3. Select View to the right of the customer's name
4. Choose the Balance & Payments tab to the right
5. Click the Make Payment button

This will take you to the Make Payment page. Here you fill in relevant details, see the customer's current balance and a list of all outstanding sales with individual sales' balances. 

Make a Payment

1. Enter the amount the customer is paying into Payment Amount
2. Optionally enter the date the customer paid
3. Select the Register 
4. Choose a payment method

You can either allocate specific amounts to outstanding sales or choose Autofill at the bottom of the page. Finalise processing the payment by clicking Complete at the bottom of the screen. 

Apply Credit to a Customer Account

To receive a payment with a credit you will first need to enter the full payment amount without allocation to the customer's account. Once that has been completed we can allocate parts of the payment to outstanding invoices. The amount that is not allocated will remain on the balance as credit. 

To do so please first follow the steps outlined above until reaching step 4. of the Make a Payment section and follow the below steps:

1. DO NOT enter Allocations to the listed outstanding invoices 
2. Click Complete
3. Click Yes on the confirmation and e.g. follow the EFTPOS processing steps on the integrated terminal

Allocate a Credit

Once you have received an unallocated payment to a customer's account, you can allocate the credit to outstanding invoices.

1. Click on the previously processed Unallocated Payment on the Balance & Payment page
2. Click the Allocate button
3. Select the Autofill button at the bottom or manually enter the Allocations for outstanding invoices
4. Click Complete 
5. Click Yes to confirm

Void an Account Payment

Cancelling an account payment works similarly to cancelling a standard sale. The difference is that voiding account payments is done via the individual customer's Balance & Payments page rather than via the general Sales History.  You can choose to cancel a payment or refund payment to the customer.

Cancel a Payment 

You can choose to cancel a payment, this is essentially the same as using Cancel Sale from the sales history. This will not create a refund on the customer's original payment method. The payment will be marked as void in sales history. Any attached payments will no longer appear in reports. This payment will not appear on the customer's statements.

1. Navigate to Menu > Customer Management > Customers
2. Search for the customer by typing into the text box
3. Select View to the right of the customer's name
4. Choose the Balance & Payments tab to the right
5. Select the payment you wish to cancel
6. Click Cancel

Refund a Payment

You can choose to refund a payment, this is essentially the same as using Return Items from the sales history. Another payment will be created that is the opposite of this payment. The original payment will still exist. Attached payments will still appear in sales. This payment will still appear on customer's statements. This will refund the customer's payment method, which means that depending on the payment method the customer might need to be present for this.

1. Navigate to Menu > Customer Management > Customers
2. Search for the customer by typing into the text box
3. Select View to the right of the customer's name
4. Choose the Balance & Payments tab to the right
5. Select the payment you wish to refund
6. Click Refund