This article will show you how to refund a client's deposit as credit on their account for use at a future appointment or purchase.
The information in this article applies to deposits paid via PhorestPay through Stripe.
Removing the Appointment & Handling the Deposit
First, select the appointment from your Appointments screen, then select Remove.
Next, if the appointment includes multiple services, select the services you wish to refund the deposit for, then select Cancel appointment.
If you only want to refund the deposit for some services, select those services. You can repeat this process for the remaining services later and choose to keep the deposit/charge a cancellation charge for those services if you wish.
Next, select Refund deposit > Add as credit to their account.
Enter a cancellation reason, then select Confirm cancellation to finish.
The deposit will now be refunded/credit toward the Amount Outstanding on the client's profile under their Wallet.
If the client had an outstanding balance from before, the deposit will be applied as a credit toward that amount.
Using the Deposit in a Future Sale
The next time the client pays for something, you will see their deposit amount displayed on the screen.
To use the deposit in a sale, use the Account payment type.