How do I pay for a course/series using the account facility?

This article outlines how to set up a payment plan for clients

In some cases, your client will not wish to pay for a course in full. Here we will learn how to use the account facility, to allow a client to pay for the balance of a course at a later date.

 

If the course does not exist, we will need to create a course.

Next we will go to the Purchase section, select the client and then the course in question and click pay.


 

In this example, the client is going to pay £50 in cash and the balance will be paid using the account facility (£50).


 

The next time the client comes into the salon, you will receive a notification that the client has an outstanding balance. Click OK on this message, and then click on the Outstanding Balance button.


 

In the next pop up, click the Pay Off Account button. Select the amount you wish to pay off and process the transaction as normal. The client can pay the full amount outstanding or part thereof. If they only pay part of the outstanding balance, you will be notified of the outstanding balance on their next visit.


 

A course can be paid in full by using the account facility, but we would always recommend getting part of the course paid for upfront.

TIP: Pay Off Account is to pay off money owed to the salon, it only shows if the client owes money, i.e the money on their credit terms is a surplus

Pay Deposit is to register money to an account for use down the line and appears at all times

It's important to note that if a deposit amount is paid on to an account but the client owes money to the salon then these will merge. i.e the client owes 100, pays 50 as a deposit which will then leave the client owing to the salon 50

The two are kind of one in the same but depending on the option selected the info shown on the transactions report will differ, i.e pay off account shows as 'outstanding balance payment'

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