In this tutorial, we teach how to record customer debt payments with the water delivery software Yaku.app
To record customer debt payments, it can be done from the customers module or when processing an order for that customer, either from the web or from the app.
a) From the “Customers” module
In this module, you can observe how many customers are in debt, either in the cards at the top or in the list where their data will appear shaded in red. To cancel their debt, you must click on “action”, where a series of possible actions to perform will be displayed. There, you must select “pay monetary debt”, where a new window will appear with the details of the customer’s debt, with three sections: “total debt”, “orders with debt”, and “customer data”. To pay the debt, you must click on the “pay debt” button, where a floating window with debt information will appear, and the amount can be modified if necessary. Finally, you must click on “pay”, and a window should appear indicating that the customer no longer has any debts.
b) When processing an order for the customer
When the customer needs products again and an order is placed, when processing that order, you will be able to see both the amount they must pay for their order and also the debt they have. The total to pay will show the amount for both concepts. This will also occur from the delivery person’s app, who will also see indebted customers. The order will be paid in the traditional way, with the difference of the increase in the debt amount. Click on “process” to complete the process; the initial red shading will automatically disappear for the customer.
