Manage a customer's debt and credit
Two tools handle a customer's money: Record Payment for cash coming in, and Manual adjustment for write-offs and corrections.
Open the customer
Go to Get Paid → Customers and open the person you want to manage. The top of their page shows what they owe or any credit they hold.
Take money in with Record Payment
For real money coming in, tap the blue Record Payment button. It splits the payment across their unpaid invoices and POS credit sales oldest-first; anything left over is saved as advance credit.
Fix a balance with a manual adjustment
Open the Statement tab and tap Adjust for anything that isn't a real payment — writing off a bad debt, setting an opening balance, or giving a goodwill credit. Choose Charge (they owe more) or Payment / credit (reduce balance), type the amount, and add a reason. It's permanent and shows on the statement.