This article shows how to apply a deposit to a client's treatment. When the client is ready to pay, the system automatically deducts the deposit. The client then only needs to pay the remaining balance.
Using PhorestPay? |
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Learn how to secure bookings with In-House Deposits from your PhorestPay account. |
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On Phorest Desktop
Select the appointment on the calendar and click the Pay button. Click on the Purchase screen to close the Payment methods pane.
Click the More options button, next to the Price of the item. Select the Deposit option.
Enter the amount the client would like to pay towards the appointment and click Ok.
Click the Pay button > Choose a payment method > Click Complete Payment.
In the appointment calendar, note that the appointment has turned gold color. Also, a dollar symbol is displayed to indicate that a deposit has been paid. To view details about the deposit amount that was paid, open the appointment and see the Insights section.
The deposit is automatically added to the payment method called Account. The remaining balance to be paid is displayed under the Total.
Choose a payment method and click Complete Payment to finalize the transaction.
Adding a Deposit to a Client's Account for Future Use
You can also add a deposit or credit directly to a client's account to be used at any time instead of attaching it directly to an appointment.