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. | |
In this article
Taking a Deposit for an Appointment
Single-click an appointment, and click Pay.
Next, when you get to the Purchase screen, click an empty part of the screen to close the Payment methods window, then select the 3 dots beside an item > Deposit.
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.
Once a deposit is added, the appointment will change to a gold color, and a $ symbol will show up to indicate that a deposit has been paid.
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 complete 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 use at any time, instead of attaching it to an appointment.