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.
New Clients Screen
This guide shows how to manually add credit to a client's Client Card without processing any payment transaction. If you'd like to know how to add credit while also processing a payment, check out this guide.
Go to Clients, then search for and double-click on a client to open their Client Card. Click Credit Terms. Here you'll see the Amount Outstanding, which is the current balance on a client's account.
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.
Manually Adjusting the Balance
Click Change Balance, enter your reason for manually adjusting and click OK, enter the amount and remember to click the minus (-) symbol if you're adding credit. Click OK again, and Save to finish.
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.
On 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.
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)
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.