Alt Radius CRM Documentation

Add Balance

Add Balance to Senior Partner/ Partner/ Agent

There are two ways to add balance to all partner system persons. Via an admin and partners. 

Via Admin

An admin has the authority to add balance to the senior partner, partner and agent account. Go to the “manage user” option, then click on the add balance icon against the person to add balance.

Add balance

Fill in the details to add balance

Payment method: Bank transfers or any other online wallet

Payment account: The account number where money is to be transferred

Payment Mode: It is a direct cash deposit, bank transfer or any online transfer

Balance: The amount in numbers to add

Description: Any specific detail about this transaction

Via Partner Account Login

  • An admin can add balance to a senior partner working under the branch.

  • A senior partner can add balance to all partners working under them

  • A partner can add balance to all the agents under their working

The process is the same for all; go to the user manage option, then partner, and click on add balance. Fill the form same as mentioned above.

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