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Add to Account - Credits, Laybys and Prepayments

  • Updated

Overview

The Add to Account feature lets clients add credit to their personal account balance for later use in POS. It also works the other way around - a client can use their account to pay for a sale even if they don't have enough credit, and pay the owing amount at a later date.

This is useful for laybys, deposits on future services, and managing client account balances.

Adding Credit to a Client's Account

  1. Open POS and add the client.
  2. Click Add to Account.
  3. Enter the amount the client wants to add as credit.
  4. Click Receive Payment and process the payment as normal.

The credit will now appear on the client's account and can be used for future purchases.

Paying with Account Credit in POS

  1. Add the client and their items to POS.
  2. Click Receive Payment.
  3. Select Account as the payment type.
  4. The client's available credit will be applied to the sale.

If the credit covers the full amount, the sale is complete. If not, you can split the payment with another payment type for the remaining balance.

Using Add to Account for Laybys

When a client wants to put a product on layby:

  1. Add the client and the product(s) to POS.
  2. Click Receive Payment and enter the deposit amount.
  3. Select the payment type for the deposit (e.g. Cash or Card).
  4. Click Add Another Payment Type - the remaining amount will display.
  5. Select Add to Account for the remaining balance.
  6. Complete the sale.

The remaining balance is now owing on the client's account. When the client returns to make another payment, process it against their account balance.

Paying for Future Services

If a client wants to pre-pay for a service (e.g. paying for a treatment course upfront):

  1. Open POS and add the client.
  2. Click Add to Account and enter the prepayment amount.
  3. Process the payment.

When the client comes in for each service, their account credit can be used to pay for it.

Viewing a Client's Account Balance

You can view a client's current account balance from their Client Card under the Account tab. This shows all credits added and payments made against their account.

Tips

  • Account balances carry over between visits - they don't expire.
  • You can see all account activity in the client's history.
  • The Accounts Report (under Reporting) shows all outstanding client account balances across your business.

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