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- YCLIENTS
- Настройки YCLIENTS
- Работа с клиентской базой
- Баланс клиента
Баланс клиента
«Баланс» — это разница между суммой внесенных оплат и стоимостью предоставленных услуг и проданных товаров. Он позволяет контролировать задолженность клиента по оплате или внесенные суммы депозитов.
Баланс указывается в карточке клиента. Значение баланса нельзя изменить, так как оно формируется на основании данных из полей «Продано» и «Оплачено».
- Продано — суммарная стоимость услуг и товаров, приобретенных клиентом по всем записям со статусом визита «Клиент пришел».
- Оплачено — сумма всех оплат, поступивших в кассу по каждому визиту.
Чтобы внести аванс клиента, измените значение поля «Оплачено» на сумму аванса, после этого баланс увеличится на соответствующую сумму. А чтобы уменьшить баланс, закройте визит без оплаты.
Если в балансе клиента образовалась задолженность, то отрицательный баланс будет отображаться красным цветом.
Для учета аванса или депозита клиента лучше использовать модуль «Счета клиентов». Подробную информацию вы можете найти в этой статье.