How do I pay off an outstanding balance on a client's account?

This article shows how to process a client's payment when they need to settle an outstanding balance on their account.

How Can a Client Accumulate an Outstanding Balance?

When processing a payment, you can select the Account payment method. If the client hasn't deposited any money into their account, this will result in an outstanding balance on their Client Card.

To view their balance, go to Clients > Open a Client Card > Click Wallet.


How to Pay Off an Outstanding Balance

If a client has an outstanding balance, it'll be indicated on the Purchase screen when processing their new payment.

To pay off the balance, click on the Purchase screen > Click the Outstanding Balance button.

Enter an amount in the calculator that appears > Click Ok.

2024-08-29_17-26-46 (1).gif

Click the Pay button > Select a payment method > Click Complete Payment.

2024-08-29_17-26-46 (3).gif

Was this article helpful?
2 out of 11 found this helpful