This article will show you two ways to change an outstanding balance to a deposit on a client account.
New Clients Screen
We are currently in the process of updating the Clients screen in Phorest. If you have been updated to the newer Clients screen, click here to jump to an updated guide.
If you want to change an outstanding balance on a client account, go to Clients > Search for and double-click on a client to open their Client Card > Credit Terms.
You will see their outstanding balance listed under Amount Outstanding.
Note: A positive outstanding balance means the client owes you money. A negative outstanding balance means they have credit or a deposit on their account.
Click on Change Balance, then enter a reason for changing the balance and click OK. The reason will be recorded in the Credit History > Description field for that client for future reference if needed.
A calculator will pop up. Enter the new amount.
If the client is putting money into their account to use in the future, enter an amount and press the minus ( - ) symbol to ensure the balance is seen as a deposit.
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.
In the New Clients Screen
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.
A 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.
Click the value under Amount Oustanding > Click the calculator > Enter an amount (remember to click the minus (-) symbol if you're adding credit)
Lastly, enter the reason you are manually changing the amount > Click Save to finish.
The details of the manual change will then be recorded on the same page under Credit History.