Orders increase the customer's balance in pre-sale

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.

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.

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Actualizado el: 01/12/2025