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Managing Client Account Deposits and Debits

This guide provides step-by-step instructions for managing client accounts, including adding deposits and handling debits. It covers how to process payments, redeem deposits, and clear account balances efficiently.

Adding a Deposit to a Client's Account

  1. Open Point of Sale:

    • Select New Sale at the top left.

  2. Find or Add Client:

    • Search for the client’s name or add them as a new client.

  3. Add Deposit:

    • Click the plus sign (+) and select Business > Account.

    • Enter the deposit amount in the price column.

    • Press Done.

  4. Process Payment:

    • Take payment and press Finish Sale.

Key Indicator:

  • A green balance indicates available credit.

  • A red balance indicates an outstanding debt.

Redeeming a Deposit

  1. Book the Client’s Appointment:

    • Select a time slot and the client’s name.

    • Confirm the account balance (shown in green for credit).

  2. Select Service:

    • Add the desired service.

  3. Checkout Process:

    • At checkout, click Other > Account.

    • The system defaults to the balance owed.

    • Enter the deposit amount to be applied.

  4. Complete Payment:

    • Collect payment for any remaining balance.

    • Finalize with Finish Sale.

Handling Client Debits (Outstanding Payments)

Scenario: A client forgets their wallet and needs to pay later.

  1. Add Debit to Account:

    • At checkout, select Other > Account as the payment method.

    • Press Done and Finish Sale to record the debt.

  2. Clear a Debit from Account:

    • Go to Point of Sale and select New Sale.

    • Find the client’s name (balance shown in red).

    • Click Next, then the plus sign (+) > Business > Account.

    • Select the payment method (e.g., card) and complete the payment.

  3. Verify Clearance:

    • Check that the balance is cleared under the client’s profile.

    • Ensure no outstanding amounts appear in Point of Sale or Dashboard.

Key Takeaways

  • Deposits: Add funds to a client’s account for future use. Green indicates available credit.

  • Debits: Record payments owed when clients cannot pay immediately. Red indicates outstanding debt.

  • Flexible Payments: Use the system to apply deposits, clear balances, and process payments smoothly.

  • Account Management: Monitor and maintain accurate client balances to improve customer service and streamline transactions.

For further assistance, please contact our support team.