How do I manually add or remove a deposit to a client's account 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.


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.

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

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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.

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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.

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.  

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