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.
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.
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.
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.
