You can manually add (credit) or remove (debit) funds from a customer’s balance for various reasons.
Adding a Credit (Customer Pays in Advance)
Use this when a customer prepays, overpays, or receives a refund as credit.
Navigate to the Customer Detail View.
Click "Adjust Credit Balance."
Select Adjustment Type → "Credit".
Choose Payment Method:
Cash Payment
Wire Transfer
Card Terminal Payment
Cheque
Other
Enter the Amount (must be >0 and ≤10,000€).
(Optional) Add a Note (max. 200 characters).
Confirm the adjustment.
The current balance displays the amount before the adjustment, while the new balance shows what it will be after.
💡 Effect: The credited amount will reduce the customer's next invoice (not invoices that already existed at the point of adjusting the balance).
Adding a Debit (Customer Owes Money)
Use this when a customer underpays or an incorrect invoice payment outside our system (e.g. via a bank transfer) needs correction.
Navigate to the Customer Detail View.
Click "Adjust Credit Balance."
Select Adjustment Type → "Debit".
Choose Payment Method.
Enter the Amount.
(Optional) Add a Note for internal purposes to track down the reason of the debit adjustment.
Confirm the adjustment.
💡 Effect: The amount owed will be added to the next invoice. Be aware that this can be an invoice on any booking the customer has.
Undo a transaction
You can only undo a transaction by creating a corresponding, reversing transaction. For example, if you credit the customer 10 EUR, you’d have to debit them 10 EUR in a new transaction, each cancelling the other one out.
Examples
Entry 1: Customer prepaid €500 (credit) in cash on March 19. The prepayment was recorded by Andreas S. on March 20, 2025.
Entry 2: Customer was invoiced €52.80. The amount was fully deducted (debited) from the customer's credit balance, resulting in a new balance of €447.20.
