- Account credits can be managed in the client's file, under More Options
- Account credit will appear as a payment type when completing invoices
- Continue reading for more information
Contents
- About account credits
- Video guide
- Adding account credit
- Redeeming account credit
- Refunding account credit
- Related articles
About account credits
- When adding an account credit, you can also view the client's account credit History
- When redeeming account credit, the client's total credit amount will appear in the Pay Now tool
Video guides
Adding account credit
- Go to Clients, then select the client's file
- Click More Options, at upper right
- Select Manage account credit(...), then enter a Payment Amount, How is the client paying?, and Payment date
- When done, click Add $(...)
Redeeming account credit
- From the Calendar, select the appointment
- Go to Invoice, then click Add Payment
- Under How is the client paying?, select Account Credit ($ [...])
- When done, click Pay $(...)
Refunding account credit
- Go to Clients, then select the client's file
- Click More Options, at upper right
- Select Manage account credit(...), then switch to the History tab
- Locate the appropriate credit, then click Refund
- Enter a Refund amount and Refund date, then click Refund