Round Tracker v4 PRO – User Guide


Pre-paid amounts would be entered in the Part Paid column but the Date Paid column must be left blank until this amount has been cleared as each corresponding job is completed. (If a date is entered, the pre-paid amount will not show on the Home Page.)


The example above shows that on the 19th April a customer paid £40 which covers one clean at £10 and pre-pays for 3 further cleans. The figure outstanding is therefore minus £30.00 which shows on the Home page as a in red.


To update future cleans in credit you should continue to leave the Date Paid blank so that each visit in credit off-sets the amount shown in the Owe column on the Home page.


Once the credit balance is cleared the Date Paid can be entered in each invoice record as the date the original credit amount was paid.


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