The customer balance on Satago is taken from the total outstanding invoice amount in your accounting package. The balance is updated when a payment or credit has been allocated to an invoice within your accounting package. If a payment or credit is sitting on the customer account and has not been allocated to an invoice, Satago will still mirror the outstanding invoice in your accounting package as outstanding until an allocation is made.

You can allocated the payment or credit within your accounting package, then Satago will pick up the status of the invoice and updated balance on the next data sync.