How to Take and Manage Advance Customer Payments in RestroGreen
This tutorial guides you through taking an advance payment from a customer using RestroGreen
POS, viewing real-time updates in the Sales & CRM module of the Business Portal, and using the
advance payment toward future orders in RestroGreen POS.
Go to
restrogreen.quicklyservices.com
1. Go to RestroGreen POS
2. Initiate advance payment
3. Type-in the customer's name or phone number to search
4. Select the customer if multiple customer accounts appear
5. The customer’s information and current balance will be displayed
6. Select the payment mode used by the customer
7. Enter the advance payment amount
8. Click “Submit” to finalize the payment
9. Go to Business Portal
10. Click "Sales & CRM" Module
11. Click "Customer" from the top navigation bar to access the customer info
12. The customer’s balance will now be updated with the advance payment
13. Go back to POS
14. Start taking a new order
15. Click "Next" once the service information has been filled
16. Click the search icon to find the customer
17. The customer’s information will be displayed
18. Click "Proceed" to add the order against this customer
19. Add any dish the customer would like
20. Click "Payment" to initiate the payment for this order
21. Select the checkbox next to “Adjust Advance Balance” to deduct the order amount from the customer’s balance
22. Once selected, the payment mode options will be locked
23. Complete the order by clicking “Proceed Payment” or “Quick Close"
24. Go back to Business Portal
25. Click "Sales & CRM" Module
26. Click "Customer" from the top navigation bar to access the customer info
27. The customer’s balance will now be zero, as the order amount has been deducted from the advance balance
