How do I manually change an Outstanding Balance to a Deposit on a client account?

This article will show you two ways to change an outstanding balance to a deposit on a client account.

Go to Clients > Search for and click on a client to open their profile > Click Wallet, and you will see any client credit/money owed under Amount Outstanding

Positive amount means that the client owes money.

A Negative amount means the client has that money in credit/to spend.

For example, in the screenshot below, the client has 150 credit to spend.

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Click the value under Amount Outstanding > Click the calculator > Enter an amount (remember to click the minus (-) symbol if you're adding credit)

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Lastly, enter the reason you are manually changing the amount > Click Save to finish.

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The details of the manual change will then be recorded on the same page under Credit History.

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The next time the client comes to the salon and you are on the Purchase screen, the following pop-up will be displayed to show this client now has a deposit on their account. Use the Account payment type to use this deposit to pay for something in a sale.

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