Getting Started: How to register a partial payment

In Winner Bizz, once the goods have been delivered to the customer and installed, and the user has registered this, they can then invoice the customer for a partial payment as per the sales contract.

Note: For more information about generating an invoice, see Getting Started: How to create, print and send an invoice.

Note! Users who do not work with partial invoices should proceed to the next step, Getting started: How to create, print and send a final or full invoice.

Registering a partial payment

At the Homepage:

1. Click the Financial icon:
   
   
   
   
2. Select Register customer payments.
   
   
3. In the Payments list, locate the desired invoice and double-click to open it.
   
   
4. In the Payment window, enter the date of the payment by clicking the drop-down menu arrow in the Date field, click the Payment type drop-down menu to select the payment type, and enter the sum paid in the Amount field. 
   Note: Users can also add a document, such as a copy of a cheque, by selecting the Attachments tab, clicking Add and then dragging and dropping the desired .pdf file into the dialogue.
   
   
5. Click Save.

Next step: Getting started: How to create, print and send a final or full invoice

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