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 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 will now appear in the Account Credit section in the customers Client Profile under 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 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 customers Client Profile under Payment Methods

    img20190507133218.png

Applying Account Credit*

  1. At the bottom of the checkout window, 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 to Note

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

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