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

This article will show you how to put money into a client's account.

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

Note: This article will show you how to add a deposit through a payment. If you're looking to add complimentary credit to a client's account without the client having to pay for it, check out this guide.

Adding Credit to a Client's Account

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

Click Outstanding Balance in the top left > Pay Deposit > Enter the deposit amount and click OK

After you add the deposit, click Pay > Choose the client payment method > Click Pay again to complete the transaction.

Using Account Credit as Payment

The client will now have this amount on their account, and the next time they go to make a payment, a popup notification will appear to say they have a deposit on their account.

You can then use the Account payment type to use account credit in a payment.