This article will show you how to put a deposit on a client's treatment.
You can put credit onto a client's account which will allow the client to use that credit to pay for future treatments, however, you can also put a deposit directly onto a client's treatment so that when the client is ready to pay for their treatment the system will hold that deposit attached and the client will just have to pay the remaining amount.
Single-click on the appointment on the calendar, then click Pay. Click the Cog Wheel next to the price of the treatment, then click Deposit.
Enter the Amount the client would like to pay towards that treatment (Please note that this amount cannot be above the price of the treatment)
Click OK > Click Pay > Choose the Payment Type the client would like to pay with. Click Pay once again.
Now when you go to the appointment calendar you will see that the appointment has turned a gold color, indicating that a deposit has been placed on the treatment. You will also see the deposit amount and the date that the deposit was attached.
When you go to pay the remaining amount for the appointment you will receive a prompt to say that the client has X amount on deposit.
The deposit will automatically be added as payment using the Account payment type, and the Remaining balance will be displayed at the top of the list.
Choose the Payment Type that the client would like to pay off the remaining balance with, then click Pay to complete the transaction.
Adding a Deposit to a Client's Account
You can also add a deposit/credit directly to a client's account to be used any time, instead of attaching it directly to an appointment. To find out more, check out this guide.
To learn about more areas like this in your Phorest system enroll in our Phorest - Your Day To Day course in Phorest Academy - online, on-demand, and on-the-go learning for busy salon professionals.