This article will show you how you can change a client's Online Booking deposit into credit on their account for use in a future appointment or future purchase.
The information in this article applies to businesses using PhorestPay through Stripe.
In this Article
Finding the Original Deposit Sale
Go to Manager > Sales, then navigate to the date of the original sale and click on it to confirm that it is the original online booking deposit payment.
Next, click Refund.
Moving the Deposit to the Client's Wallet
On the next screen, click Pay > select the Account payment type > click Complete Payment to complete the transaction.
The deposit will now be removed from the appointment and added to the client's Wallet on their profile for future use.
Multiple Deposits
If the appointment included multiple services and you only want to change some of the deposits into credit for future use, click the deposit price on the Purchase screen to adjust the amount you wish to refund as credit.
The remaining deposit amount will stay attached to the appointment.
Removing the Appointment
If you need to cancel/delete the appointment after changing the deposit to credit, single-click the appointment on your calendar, then click Remove.
Using the Deposit in a Future Sale
The next time the client goes to pay for something, you will see their deposit amount displayed on screen.
To use the deposit in a sale, use the Account payment type.