How do I manually add or remove a deposit/credit to a Client Card without processing it as a payment?

This article will show you how you can manually add credit to a client's account without having to put it through as a sales transaction, which can be very useful when adding historical client deposits from other systems/software.

This guide shows how to manually add credit to a client's profile without processing any payment transaction. If you'd like to know how to add credit by processing a sale, check out this guide.

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

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Positive amount means that the client owes money.

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

In the example screenshot above, the client has 150 credit to spend.

The next time this client goes to pay for something a pop-up window will appear to say that they either owe money or have money on deposit.


Manually Adjusting the Balance

Click the value under Amount Oustanding > 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 this client goes to pay for something a pop-up window will appear to say that they either owe money or have money on deposit.

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