> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://support.yuzer.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Transférer un acompte ou de la balance client lors de la migration depuis mon ancien logiciel vers Yuzer # Transférer un acompte ou de la balance client lors de la migration depuis mon ancien logiciel vers Yuzer #### [Made by Raphael POCHON with Scribe](https://scribehow.com/shared/Transfrer_un_acompte_ou_de_la_balance_client_lors_de_la_migration_depuis_mon_ancien_logiciel_vers_Yuzer__ZgkOdvbKRsaROxJY5sDoQw) Attention Cette notice est EXCLUSIVEMENT dédiée au transfert depuis un ancien logiciel vers Yuzer. Cette notice ne permet pas la saisie d'un acompte pour un magasin déjà sous Yuzer. 1\. Cette notice vous permet d'importer de la balance (positive ou négative) puis au besoin de la transformer en crédit. #### Importer de la balance 2\. Aller au menu [[Client]] ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/52e0c49c-9184-460b-b1f6-30d9f1e0a830/ascreenshot.jpeg?tl_px=0,0&br_px=1376,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=3,134) 3\. Rechercher puis cliquer sur le client souhaité ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/aa047419-52fd-42df-8583-fc98004b75c2/ascreenshot.jpeg?tl_px=0,563&br_px=1376,1332&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=504,277) 4\. Cliquer sur le bouton [[Détails de la balance]] ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/007acf52-eaac-422d-9264-273ed3ee1eda/ascreenshot.jpeg?tl_px=1202,0&br_px=2578,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=1040,137) 5\. Cliquer sur [[Ajouter de la balance]] ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/4f78aac0-8ab1-4486-b592-d8ec260d5993/ascreenshot.jpeg?tl_px=73,0&br_px=1450,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=524,213) 6\. Cliquer sur [[Source externe]] ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/0bbc9c19-ed97-4b5b-a976-b0ca6fc6dbfa/ascreenshot.jpeg?tl_px=717,0&br_px=2093,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=523,149) 7\. Renseigner le [[Montant]] à transférer. Ce montant peut-être positif (si le client à du crédit à transférer) ou négatif (si le client à des factures en souffrances de règlement). ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/43c685ee-bffa-42ff-9ac1-aeccd60d4528/user_cropped_screenshot.webp?tl_px=868,0&br_px=2245,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=524,174) 8\. Si besoin, renseigner le numéro du document justifiant l'import de balance (Facture, Ticket de caisse, Bon de commande, Ordre de réparation, ...) ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/d5f05976-16b3-470c-a5ff-28f0dca47328/user_cropped_screenshot.webp?tl_px=845,70&br_px=1742,572&force_format=jpeg&q=100&width=897&wat_scale=80&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=169,215) 9\. Cliquer sur [[Sauvegarder]] ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/71513254-2e71-4b5d-ab1b-7d546389af21/user_cropped_screenshot.webp?tl_px=809,57&br_px=1792,606&force_format=jpeg&q=100&width=983&wat_scale=87&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=685,358) 10\. Renseigner un commentaire pour améliorer la traçabilité. ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/babad408-8870-4159-9970-03be495d1951/user_cropped_screenshot.webp?tl_px=781,26&br_px=1813,603&force_format=jpeg&q=100&width=1032&wat_scale=92&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=226,312) #### Convertir de la balance en crédit Alert: Il est nécessaire d'importer la somme souhaitée en balance pour ensuite la convertir en crédit. 11\. Cliquer sur [[Ajouter des crédits]] ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/8411e100-faef-4766-831f-26a455599807/ascreenshot.jpeg?tl_px=1202,0&br_px=2578,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=610,212) 12\. Cliquer sur [[Convertir depuis la balance]] ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/7e21b1e6-a2be-450b-a76b-e239e6c695a3/ascreenshot.jpeg?tl_px=855,0&br_px=1715,480&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=633,354) 13\. Renseigner le [[Montant]] du crédit à convertir depuis la balance ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/0adcb96a-fa16-451d-9bd1-fcda1bd3373d/ascreenshot.jpeg?tl_px=762,25&br_px=1745,575&force_format=jpeg&q=100&width=983&wat_scale=87&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=619,244) 14\. Si besoin, renseigner le numéro du document justifiant l'import de balance (Facture, Ticket de caisse, Bon de commande, Ordre de réparation, ...) ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/a0aa3f42-c178-47e6-8b0e-292e6689cede/user_cropped_screenshot.webp?tl_px=780,47&br_px=1763,596&force_format=jpeg&q=100&width=983&wat_scale=87&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=227,265) 15\. Renseigner un commentaire pour améliorer la traçabilité. ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/7b9ccc58-4641-4461-a57e-19e1d3d43476/user_cropped_screenshot.webp?tl_px=372,10&br_px=1748,779&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=524,277) 16\. Cliquer sur [[Sauvegarder]] ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/5b599af3-e20d-411e-ae72-74f485a455de/ascreenshot.jpeg?tl_px=862,91&br_px=2239,860&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=524,277) #### Attacher un crédit à un panier 17\. Cliquer sur la [[pastille colorée]] contenant les initiales du contact ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/e2ce3151-eb05-4f4b-bba9-f43a7dd6133e/ascreenshot.jpeg?tl_px=527,0&br_px=1903,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=524,139) 18\. Ouvrer le panier concerné par le crédit ou créer le ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/a4a251f7-3f5a-4de3-a612-999c5acc450c/ascreenshot.jpeg?tl_px=1202,418&br_px=2578,1187&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=831,277) 19\. Une fois le panier complété, cliquer sur [[Paiement]] ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/254c7ad7-7258-46d4-b0ee-c901bfc3423c/ascreenshot.jpeg?tl_px=1202,0&br_px=2578,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=773,149) 20\. Cliquer le me mode de réglement [[Crédits ( XX.XXEUR )]] ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/8262a1ac-632f-43a5-a8e0-a30149788c27/ascreenshot.jpeg?tl_px=1162,0&br_px=2538,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=524,222) 21\. Cliquer sur [[Éditer un acompte]] ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/c49ad235-3069-4aeb-ba38-7b1204d9b3ed/ascreenshot.jpeg?tl_px=407,184&br_px=1783,953&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=524,276) 22\. Un ticket de caisse est alors généré pour enregistrer l'attribution du crédit à cette vente. ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-29/0ef0ed18-6f23-4bb8-9042-f8df9d012f61/ascreenshot.jpeg?tl_px=528,0&br_px=1904,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=523,-9)