This article shows how to manually add credit to a client's account without processing it as a sales transaction. This method is particularly useful for adding historical client deposits from other systems/software.
Access Required: To view or update client Wallet information, you must have access to the Clients > View & Edit Clients > View and Edit Credit Terms access permission. For more information on managing Access Levels, click here.
Go to Clients > Search for and open a client's profile.
Click Wallet to see any client credit/money owed under Amount Outstanding.
A negative amount means the client has that amount as credit to spend.
In the example screenshot above, the client has €150 credit to spend.
Manually Adjusting the Balance
Click the value under Amount Oustanding > Click the calculator icon > Enter an amount.
Remember to click the minus (-) symbol when adding credit.
Lastly, enter an explanation in the Reason for change field when adjusting the amount > Click Save to finish.
The details of the manual change will then be recorded on the same page under Credit History.
The next time this client has to pay for something, an amber button on the Purchase screen will indicate whether the client has an Outstanding Balance or have money available on Deposit.