The withdrawals tab would help partner to:

  1. Take back credits from customer
  2. Withdraw credits for customer for some reasons:
    1. Customer's company is no longer in operation and does not need service anymore.
    2. Withdraw commission


Click + New Withdrawals

save image

Fill in the info and Create

  • Customer: Select the customer from the list or copy the organization UUID of the customer into this field
  • Amount: the amount of credits to withdrawal
  • Payment Gateway: Cash/Cheque/Bank Transfer
  • Payment Reference: the record given from Finance/Account team
  • Reason: the reason for reference

 

Please be carefully to proceed withdrawals as Finance App does not support to delete records.