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

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

3. Search for and click on the desired customer

4. Click on the ‘‘Balance details’’ button

5. Click on ‘‘Add balance’’

6. Click on ‘‘External source’’

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).

   
   

   
   
8. If needed, enter the number of the document justifying the balance import (Invoice, Cash register ticket, Purchase order, Repair order, ...)

9. Click on ‘‘Save’’

10. Enter a comment to improve traceability.

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’’

12. Enter the ‘‘Amount’’ of the credit to convert from the balance

13. If needed, enter the number of the document justifying the balance import (Invoice, Cash register ticket, Purchase order, Repair order, ...)

14. Enter a comment to improve traceability.

15. Click on ‘‘Save’’

Attach a credit to a basket

17. Click on the ‘‘colored dot’’ containing the contact's initials

18. Open the basket concerned by the credit or create it

19. Once the basket is completed, click on ‘‘Payment’’

20. Click on the payment method ‘‘Credits (XX.XX EUR)’’

21. Click on ‘‘Edit a down payment’’

22. A cash register ticket is then generated to record the attribution of the credit to this sale

Updated on: 25/09/2026