How do I pay through an Appointment using credit from a client's account?

This article will show you how you can process the payment of an appointment using credit/a deposit that a client has on their account.

Once you have already put a deposit onto your client's account, you can then use it to pay for treatments when the time comes.

When the client has had their treatment/service and goes to pay for it, the message below should pop up on your screen after you click their appointment and click Pay

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Press OK, then process the payment using the Account payment option. The Account payment option will use the credit/deposit from the client's account as payment.

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If the client wants to split the payment, and only use some of the credit/deposit towards this particular appointment, click the calculator icon next to the payment type in order to enter a specific amount. Use the calculator button again on another payment type to use it to pay for the remaining balance. To complete the payment, click Pay.

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To learn about more areas like this in your Phorest system enroll in our Get Started with Phorest Series in Phorest Academy - online, on-demand, and on-the-go learning for busy salon professionals.  

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