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.
Note: This article will explain 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's 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.
To manually adjust 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.
To learn about more areas like this in your Phorest system enroll in our Phorest - Your Day To Day course in Phorest Academy - online, on-demand, and on-the-go learning for busy salon professionals.