How can a client purchase a Course/Series and pay later or in installments?

This article will show you how you can sell a Course/Series to a client, using their Client Card account for either full or partial payment.

Go to Purchase and begin selling your Course/Series.

When going to pay for the Course/Series, use the Account payment method and enter the amount that the client will pay off at a later date(s).

For example: If a client wants to pay 50 today and 100 at a later date, enter 50 in as cash/card and 100 under Account.

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The next time this client's details are entered in the Purchase screen, you will be notified that they have an outstanding balance amount to pay.

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To pay off some/all of the remaining balance, first click the name of the staff member processing the sale, then click Outstanding Balance > Pay Off Account

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When prompted, enter the amount to pay off > Click OK > Click Pay to complete the transaction.

Note: If you enter an amount over the total Oustanding Balance amount, you will add credit to the clients account. To learn more about adding credit to a client's account, check out this guide.


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

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