The Withdrawals tab would help the partner to:
- Take back credits from the customers
- Withdraw credits for the customer for some reasons:
- The customer does not need to use services anymore.
- Withdraw commission
In order to withdraw, please follow the step below:
- Go to the Finance app
- Choose Withdrawals tab
- Click + New Withdrawal
- Fill in the necessary information:
- Customer: Select the customer from the list or copy the organization UUID of the customer into this field
- Amount: the amount of credit to withdrawal
- Payment Gateway: Cash/Cheque/Bank Transfer
- Payment Reference: the record given from the Finance/Account team
- Reason: the reason for reference
Please be careful to proceed withdrawals as Finance App does not support to delete records.