Related Articles: Account Credit
Overview
Pre-payments and deposits are added as account credits on a Client Profile. This account credit can be paid for during self-booking, in an existing order at checkout, or it can be sold separately in a retail-only order. Once paid for, account credits will appear in the Payment Methods tab on a Client Profile and can then be applied to future orders. The line item on receipts will show as "Account Credit - [Client Name]".
Enable Self-Booking Deposits
On the location level, navigate to Manage > Services. Select the service to open the Service details.
Under Staff, find the name of the location and/or service provider and click Customize.
Check the box for Custom Deposit for Online Booking and enter the percent of the total service value.
Click Update Service to save changes.
All customizations will immediately go live and new deposits will be reflected in the service details and on the booking widget.
No-show and/or cancellation deposit terms can be added to your Cancellation Policy.
Paying a Deposit 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 deposit
Complete checkout as usual
The deposit will now appear as an Account Balance in the customers Client Profile under Payment Methods
Paying a Deposit 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 deposit
Complete checkout as usual
The deposit will now appear as an Account Balance in the customers Client Profile under Payment Methods
Applying a Deposit*
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).