CLEO Customer Balance

Things to know:  You can track accounts receivables in Customer Balance and is where you can process payments that occur well after the date of the clean.  Make sure to select “Either” from the Status drop down and use the search function to bring up both active and inactive accounts.  Customer Balance will automatically default to all customers with an active status.

1.  Select the Site.

2.  Status will automatically default to active customers. Click the drop down to choose Active, inactive, or either.

3.  Balance is automatically defaulted to “Has Credit or Debit”. Other options include: Has Credit, Has Debit, Has Credit or Debit, Has Zero Balance, and Show All.

4.  Click Search to query the database for the items selected.

5.  Click Clear to remove previous search history.

6.  Allows the user to click the boxes to include customers that they would like to complete invoicing functions for.

7.  Click the invoice button

8.  Click on the pencil icon next to the customer that you would like to apply a payment.

1.  Clicking here takes you to the customer record.

2.  If you are using Clarity, this is a click to call button.

3.  This is a click to text button.

4.  This unlocks the record – if you need to go back and make a change to this entry, you will need to click this button first before you will be able to make any changes.

5.  Clicking Previous button – takes you to the previous record. Clicking Next - takes you to the next record.

6.  When this is blue – you can save the record.

7.  Clicking discard – erases any of the information that you have entered.

8.  There are four types of payments that can be applied.  See below for how to process each type of payment.

CHECK is the First Option.

1.  To get to this option, click the drop down and select check.   Verify that the check amount matches the clean price. 

2.  Click Auto to populate the clean price into the amount box.

3.  If the check is not for the exact amount of the clean, you can enter the amount of the check into the amount box. Enter the check number into the check # box.  Add any additional notes in the Note box. 

4.  Click the plus button to record the payment.

5.  Payment has been entered and the end balance is $0.00

CREDIT CARD is the Second Option for payment.

6.  To get to this option, click the drop down and select credit card. It will automatically populate the type and last 4 digits of the cc number.  

7.  Click the Auto button to populate the amount that needs to be charged – including your CC Convenience Fee.

8.  To process payment, click on the charge button.

9.  An authorization will be recorded if using E-processing Network.

10.  You can see in the screen shot above that the payment has been entered and the end balance is $0.00.

CASH is the third Option for payment. 

1.  To get to this option, click the drop down and select cash.

2.  Verify that the cash matches the clean price shown, click auto for the amount to populate and click the plus button to record. If the cash is not for the exact amount of the clean, you can enter the amount of the cash into the box manually.

3.  Click the plus button to record the payment.

4.  Payment is recorded successfully when end balance appears as $0.

GIFT CERTIFCATE is the fourth Option for payment. 

1.  To get to this option, click the drop down and select gift certificate.

2.  Next to the word payment you will see a little cart, that tells you there is a Gift Certificate available.

3.  Select which gift certificate you want to use and it will show you all of the information about that GC.

4.  Input the amount of the clean.

5.  Click the plus button to record the payment.

6.  The payment has been entered and the end balance is $0.00.