Businesses using Boulevard’s Account Credit feature can easily adjust a client’s credit balance directly from their profile.
The "Edit account credit balance" permission enables users to add or remove funds from a client’s account. This setting is enabled by default for Admins.
Once enabled, an account credit balance can be modified from the client's profile within the Payment Methods section. If a client does not have a balance available, select "Add account credit?".
From there, an account balance and a reason for the modification can be added to the Account Balance window. If the client has an existing balance available, click the current balance amount to open the Account Balance window.
From the client profile, you can also view the account credit balance history, including purchases, refunds, and adjustments. These details will contain an order number, amount, and the name of the staff member who completed the adjustment.
NOTE: In order to use this feature, an "Account Credit Adjustment" product is created and automatically enabled for your business. It is important that you do not delete this product, as it is used to create the associated orders for adding and removing balances. This product is excluded from your Product Sales reporting.
Additionally, there are corresponding orders automatically created for tracking purposes. These orders are tagged using the "Account Credit Adjustment" note.
