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
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 same name)
With the proper name selected click Add
Enter the dollar amount of the account credit
Complete checkout as usual
The credit will now appear in the Account Credit section in the customers 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 same name)
With the proper name selected click Add
Enter the dollar amount of the account credit
Complete checkout as usual
The credit will now appear in the Account Balance in the customers Client Profile under Payment Methods
Applying Account Credit*
At the bottom of the checkout window, current account credit will appear in green in the Account section
Click the Account button, enter the amount to apply, then Add Partial
The applied credit will show as Account Debit
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).