Balance

• 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. This guide allows you to import a balance (positive or negative) and, if needed, convert it into credit. Import a balance Go to the Customer menu ![](https://storage.crisp.chat/users/helpdesk/websitPopular

• Customer Balance and Credit

  The customer balance in YUZER is modeled through two counters. The balance The credit The balance shows the current amount (excluding credit) that theFew readers

• Delete a down payment and/or reset a balance

  Delete a down payment and/or reset a balance Go to the Customer menu ‘‘Search (Press Enter to launch the search)’’ your customer Click on the desired customer ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screeFew readers

Baskets

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Contacts

• How to add or edit a contact

  GDPR requires us to keep track of all information recorded in a customer record, even in case of deletion. Please therefore always use factual phrasing and avoid any offensive language. Go to the Client menu Click on New contact Set the cPopular

• Export my customer/contact database

  Export my customer/contact database Alert: Note: only users with the ADMIN role can complete this export Go to the Customer menu Filter your contact list as needed, then click on the ‘‘action button’’ Click on ‘‘Export in the desired format’’ ![](https:/Few readers

Vehicle loan

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