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.
IMPORTANT:
Expiration dates cannot be assigned to account credit.
Credits cannot be tracked based on how much credit is being awarded if associated with a membership plan.
If service deposits are turned on, credits cannot be differentiated between deposit account credits and a membership/package account credits.
Credits cannot be tracked between purchase location and redemption location.
Enabling Account Credit
Go to Manage.
Scroll down to "Gift Cards & Account Credit".
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
Navigate to Sales > New Sale.
In the checkout window, find and select the client at the top left.
In the Account Credit section select the name of the client to credit (often the same name).
Enter the dollar amount of the account credit and click Add.
Complete checkout as usual.
The credit appears in the Account Credit section in the customer's Client Profile under Payment Methods.
Adding Account Credit in an Existing Order
At checkout in the Account Credit section, select the name of the client to credit (often the same name).
Enter the dollar amount of the account credit and click Add.
Complete checkout as usual.
The credit will now appear in the Account Balance in the customer's Client Profile under Payment Methods.
Applying Account Credit
At the bottom of the checkout window, the current account credit appears in green in the Credits section.
Click the Credits button, enter the amount to apply, then Charge Partial.
The applied credit will show as Applied Account Debit.
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).