Account Credit

Details on how to enable, create, apply and manage account credit.

Will Patterson avatar
Written by Will Patterson
Updated over a week ago

Related articles: Deposits

Overview

The term 'Account Credit' refers to funds loaded directly onto a client's account. Account Credit appears in the Payment Methods tab on a Client Profile and can easily be applied to future orders. The dollar amount seen under Account Credit is the total balance of account credits minus any account debits.

Enabling Account Credit

  1. Go to Manage.

  2. Scroll down to "Gift Cards & Account Credit".

  3. Make sure "Enable Account Credit" is turned on (this is per location level, if you have a multi-location business you'll have the ability to enable/disable per location).

Adding Account Credit in a New Sale

  1. Navigate to Sales > New Sale.

  2. In the checkout window, find and select the client at the top left.

    img20190507132704.png
  3. In the Account Credit section select the name of the client to credit (often the same name).

    img20190507132824.png

  4. With the proper name selected click Add.

    img20190507133103.png

  5. Enter the dollar amount of the account credit.

    img20190507133152.png
  6. Complete checkout as usual.

  7. The credit appears in the Account Credit section in the customer's Client Profileunder Payment Methods.

    img20190507133218.png

Adding Account Credit in an Existing Order

  1. At checkout in the Account Credit section, select the name of the client to credit (often the same name).

    img20190507132824.png

  2. With the proper name selected click Add.

    img20190507133103.png
  3. Enter the dollar amount of the account credit.

    img20190507133152.png
  4. Complete checkout as usual.

  5. The credit will now appear in the Account Balance in the customer's Client Profile under Payment Methods.

    img20190507133218.png

Applying Account Credit

  1. At the bottom of the checkout window, the current account credit will appear in green in the Account section.

    img20190507133501.png

  2. Click the Account button, enter the amount to apply, then Add Partial.

    img20190507133534.png

  3. The applied credit will show as Account Debit.

    img20190507133624.png

  4. Complete checkout as usual for the remaining order balance (if applicable).

IMPORTANT: Employees with their own merchant accounts need to be paid out service deposits (stored as account credit) when redeemed. These funds, by default, go to the main business merchant account (more information on Individual Merchants here).

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