Balance Fillup
The Balance Fillup page allows bulk top-up of deposit accounts for multiple clients at once. It is used for group credits within the loyalty program or corporate prepayment system.
How to Access
Navigate to: Sidebar > Deposits > Balance Fillup
Route: /deposits/balance-fillup
Quick actions:
Overview
Balance Fillup is a tool for crediting funds to deposit accounts of multiple clients simultaneously. Instead of creating individual operations for each client, you can compile a list of top-ups and process them in a single document.
Fillup List
The page displays a log of all completed bulk top-ups.
List Columns
| Column | Description |
|---|---|
| No. | Document number |
| Date | Fillup date |
| Client Count | Number of clients in the document |
| Total Amount | Total fillup amount |
| Conducted | Posting status |
Creating a Fillup Document
Item Grid (Clients)
| Column | Description |
|---|---|
| Client | Client name |
| Fillup Amount | Amount to be credited to the deposit |
Add all clients whose balances need to be topped up and specify the amounts for each.
Step-by-Step Guide
- Go to Deposits > Balance Fillup.
- Click Add.
- In the table, add clients by selecting them from the reference guide.
- For each client, enter the Fillup Amount.
- Add more rows as needed.
- Review the total amount.
- Click Save, then Conduct.
TIP
For topping up a single client's balance, it is more convenient to use the Balance page or process the top-up at the point of sale.
FAQ
Can I undo a bulk fillup?
Yes, open the document and click Unconduct. Balances for all clients in the document will be adjusted.
Is there a limit on the number of clients in one document?
There is no technical limit, but for usability it is recommended not to add more than a few hundred rows in a single document.
Can I add a negative fillup amount?
No, the fillup amount must be positive. For deductions, use point-of-sale operations.