en:deposit_prep

Payment of Services from client's balance

With Ysell.pro you are able to minimize the risk of being left without profit for provided services. Therefore you may propose a partial or full prepayment to clients.

To specify the quantity of these prepaid funds, go to the Companies. Select a company and go to Finance.

Payment Method - Indicate which payment method is the most suitable for you. Choose Balance and the sending will only be available with balance that is equal to or more than the sending cost.
Current balance - The total amount of available fund balance.

Transactions - Incoming and outgoing actions on the client's balance.

Invoices - Information on billed client invoices

To replenish the client's balance, click +Add Balance and enter the desired amount. Indicate additional information for identification of the transfer in the Transaction Description field.

1. The Balance payment method includes the sending of shipments, only after replenishing the deposit. To set this payment method, go to Settings-Companies, then Finance. Now select “Balance” from the list that opens:

2. When the customer creates a shipment, the system generates Preliminary cost of lot. These are the preliminary costs of the shipping services shown on the “Cost” tab (the amount may change during editing):

3. If the preliminary costs of the shipment is more than the client's balance, the system will automatically notify this and show the amount to replenish. Also, there will be instruction on how to replenish the deposit:

4. ! The system will not send this shipment to the Prep Center until the balance is replenished.
  • en/deposit_prep.txt
  • Last modified: 2023/01/25 11:04
  • by support