Articles on: Settings

Orders increase the customer's balance in pre-sale

This setting only affects presale orders. We suggest you enable it only if you don't manage distribution with Handy.

Handy's collections module allows you to keep track of money movements in your company.

Handy can track your customers' balances, keeping a record of the total amounts each customer owes.

On the Clients screen, the Balance section will show you this information. This section can be found on the screen where you edit the client's information.

The setting Orders increase the customer's balance in pre-sale, allows for the client's Balance to be modified by the pre-sale orders the client places.

If this setting is enabled and the pre-sale order is placed for the client, an increase will be generated, indicating that the client has an outstanding balance.

This means that pre-sale orders create an increase in the client's Balance corresponding to the value of the order.

Route sales orders work in a different way.

An order placed on a route sale can be classified as a paid-in-full sale or a credit sale.

Orders that are paid in full won't affect the client's balance, but credit sales will affect the client's balance, regardless of wether this setting is on or off.

The client's balance can be modified by the company's administrator directly on the client information screen.

Any questions? Let us know in the chat! 😊

Updated on: 10/10/2025

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