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 onto 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.