Businesses using Boulevard’s Account Credit feature can easily adjust a client’s credit balance directly from their profile.
Note: Users must have the "Edit account credit balance" permission enabled in order to add or remove funds from a client’s account.
Adjusting Account Credit
To modify a client’s account credit, navigate to their profile through the clients tab or appointment details. Access the Wallet tab, and then scroll down to find Account Credits.
Select Modify Balance to add or remove credits.
From the Modify Balance window, enter the Updated Balance total and a brief explanation for the adjustment Reason.
Click Save when complete, and the client's balance will be updated. To remove or zero out a balance, adjust the amount to $0 in the Modify Balance window, provide a reason for the adjustment, and save the changes. This ensures accurate records and does not affect reporting metrics.
A new order is automatically created whenever account credits are adjusted for tracking purposes. These orders are tagged with an "Account Credit Adjustment" note for easy recognition. The adjustment history also includes details such as the order number, amount, and the staff member who made the change.
To review account credit adjustments across all clients at once, go to Reports > Financials > Account Credit Activity. This report lists every grant and adjustment business-wide, including the location, client, activity date, reason, order number, and transaction amount — useful for reviewing adjustments without opening each client's profile individually.
If you want to move account credits from one client's profile to another, see Transferring Account Credit Between Clients. If you reimburse a client externally (e.g., via cash or check), update their account credit balance in Boulevard by adjusting the balance to $0 or the correct remaining amount in the Wallet section and saving the changes. This ensures accurate records and maintains transparency.
Account Credit History
To review a detailed record of balances and credit activity for the client, select View account credit history.
You can also review a detailed record of balances and credit activity.
From the Transactions tab, you can review all changes made to the client's account credit history, including sales dates, credit types, original order details, and balances.
The Sources tab provides a lifetime total of all account credits for the client’s profile. From here, credits are grouped by how they were earned or applied, including membership and package credits, purchases, referral rewards, and manual adjustments. This allows you to easily differentiate between account credit types within the client's profile.
