How do I add a deposit or credit to a client's account?

This article shows how to put money into a client's account.

You can put credit into a client's account through a payment, which the client can use to pay for future appointments and products.

Adding Credit to a Client's Account

Go to Purchase > Enter the name of the Client > Select the staff member who is processing this sale.

Click the Outstanding Balance button > Enter the deposit amount > Click Ok.

After you add the deposit, click Pay > Choose a payment method > Click Complete Payment to finalize the transaction.

Using Account Credit as Payment

When you process a payment for a client with account credit, the Purchase screen indicates the amount on Deposit that is available. If the client would like to use some of the deposit towards the payment of a service or product, click the calculator by the payment method called Account.

Enter the amount of the deposit the client wants to use for the payment.

Select a payment method to cover the remaining balance for the appointment or product and click Complete Payment.

Creating a 'Money Owed' Balance for a Client

If a client wants to pay later, you can use the Account payment type at checkout. 

This adds the amount to their client account balance, meaning the client now owes the business money. The amount owed will be listed under the Wallet section on their client card as Amount Outstanding.

You will also see the Outstanding Balance displayed on the Purchase screen the next time the client goes to pay for something, and you can click this balance to pay some/all of it off.

Credit Limit

When using the Account payment type, you will see a credit limit.

The limit is in place to prevent clients from exceeding a specific amount of money owed.

If you try to enter an amount exceeding this limit, a warning will appear to say the amount is 'Over maximum', and you cannot continue until you enter a lower amount.