> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
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# Transfer a down payment or customer balance during migration from my previous software to Yuzer

# Transfer a down payment or customer balance during migration from my previous software to Yuzer

||| ⚠️Warning⚠️
This guide is EXCLUSIVELY dedicated to transferring from a previous software to Yuzer.
This guide does not allow the entry of a down payment for a store already using Yuzer.

1. This guide allows you to import a balance (positive or negative) and, if needed, convert it into credit.

### Import a balance

2. Go to the Customer menu
![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/image_2c523p.png)
3. Search for and click on the desired customer
![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/image_15qe7qi.png)
4. Click on the ‘‘Balance details’’ button
![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/image_n1m091.png)
5. Click on ‘‘Add balance’’
![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/image_byax4y.png)
6. Click on ‘‘External source’’
![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/image_wqiica.png)
7. Enter the ‘‘Amount’’ to transfer.

   This amount can be positive (if the customer has credit to transfer) or negative (if the customer has unpaid invoices).

   ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/image_aut3uo.png)
8. If needed, enter the number of the document justifying the balance import (Invoice, Cash register ticket, Purchase order, Repair order, ...)
![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-25-1113503_hbejm7.png)
9. Click on ‘‘Save’’
![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/image_sqs6wn.png)
10. Enter a comment to improve traceability.
![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-25-113503_1wi3nbr.png)
### Convert a balance into credit

Alert: It is necessary to import the desired amount as a balance before converting it into credit.

11. Click on ‘‘Add credits’’
![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-25-113809_1hfs2s6.png)
12. Enter the ‘‘Amount’’ of the credit to convert from the balance
    ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-25-114001_11pkzyl.png)
13. If needed, enter the number of the document justifying the balance import (Invoice, Cash register ticket, Purchase order, Repair order, ...)
    ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-25-114001_1u8cn16.png)
14. Enter a comment to improve traceability.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-25-114001_7eyv9g.png)
15. Click on ‘‘Save’’
    ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-25-114001_lqk9i4.png)
Attach a credit to a basket
17. Click on the ‘‘colored dot’’ containing the contact's initials
    ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-25-114214_hakpnz.png)
18. Open the basket concerned by the credit or create it
    ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-25-114420_wb396o.png)
19. Once the basket is completed, click on ‘‘Payment’’
    ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-25-114457_bs5fis.png)
20. Click on the payment method ‘‘Credits (XX.XX EUR)’’
    ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-25-114533_17ub8e3.png)
21. Click on ‘‘Edit a down payment’’
    ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-25-114621_nr32ek.png)
22. A cash register ticket is then generated to record the attribution of the credit to this sale