This article will show you how to use a client's membership credits to pay for their service.
The information in this article is relevant to businesses using PhorestPay.
Video Guide
Step-by-Step Guide
Click Pay on the appointment. Phorest will automatically recognize that the client has an active membership with credits and apply the credits to the purchase.
Membership will show you how much of the service is being paid for by the membership.
Amount Due will display the amount the client still owes after the membership credits have been applied.
If the client has an Amount Due after credit has been applied, select the appropriate payment type and then click Pay again to complete the transaction.
Clicking Pay
Click Pay. The amount due will equal $0 (Once the client has not exceeded their value of benefit). Click Pay once again to complete the sale. Clients holding a membership can opt to pay for services outside of that membership and will be expected to pay as normal.