Related articles: Deposits
Overview
The term 'Account Credit' refers to funds loaded directly onto a client's account. Account Credit appears in the Wallet 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.
Enabling Account Credit
Go to your Manage Location settings.
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 or Existing Order
To sell account credits in a new sale, Navigate to Sales, and click New Sale. In the checkout window, find and select the client at the top left.
To sell account credits in an existing order, proceed to check out as usual, and then follow the steps below.
Click Add Account Credits from the checkout window.
In the Account Credit section, confirm the name of the client to credit (often the same name), enter the dollar amount to credit, and click Add.
Complete checkout as usual.
The total will be added to their Account Credit balance in the Wallet tab of their Client Profile.
Applying Account Credit
At the bottom of the checkout window, the current account credit appears in green in the Credits section.
Select Credits as the payment method. Enter the amount of credit you want to apply based on the client’s available total, then click Charge.
Once applied, the checkout window will show the credit as an Applied Account Debit.
NOTE: If the credit covers only part of the transaction, it will be processed as a Partial Charge, and the checkout window will show the Outstanding Amount in red. Process payment for the remaining balance to complete the transaction.
IMPORTANT: Staff members 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).
Transferring Account Credit
Boulevard allows clients to transfer account credit to other clients at your business, making it easy to gift or share credit.
To transfer account credits between client profiles:
Start a new sale assigned to the gifting client who wants to give the credit.
Select Account Credit in the checkout window and assign the recipient client’s profile as the one receiving the credit.
Set the account credit amount to match the total to be transferred.
Complete the sale by using the gifting client’s existing account credit as the payment method.
Once the sale is finalized, the selected amount will be transferred from the original client’s account and added to the recipient's profile.
Review the video below for a step-by-step walkthrough of this process: