Payments

Payments

Payments
Recording a payment
Payments can be recorded manually against a client from their profile. You can record a partial payment, and multiple payments can be made against the same sale over time. If a client overpays, the surplus is recorded as a credit balance on their account.
Payment methods
Payment methods are user-defined tags. Cash and bank transfer are set up by default. Add your own in Settings → Payments — for example Bizum, SEPA transfer, or any other method relevant to your market.
Refunds
Refunds cannot be processed from within Bobclass. Handle refunds directly through your payment provider or in cash, and adjust the client's balance manually if needed.