A client's Account is a running balance you can use for deposits, credit, laybys and "pay me later" sales. This page is a quick map of what's possible and where to go for the full steps.
Adding credit or taking a deposit
In POS, add the client, then click Add to Account to put money onto their balance, paid with any regular payment method. For the full steps, see Add to Account - Credits, Laybys and Prepayments.
Paying with Account balance, or letting it go negative
When a client wants to use their credit, add them to a sale as normal and choose On Account as the payment method at Receive Payment. If they don't have enough credit, the balance simply goes negative, useful for the occasional free service or "on the house" product, and can be paid off later.
Where to see a client's balance
Their balance shows automatically when you add them to POS. To see the full breakdown from their Client Card:
- Search for the client and open their Client Card.
- Find the Account Amounts stat pill at the top.
- Click it to see every transaction that makes up that balance.
Laybys
To lay by a product, add the client and the product to POS. Take a deposit as a normal payment method, then add the remaining amount as another payment method set to On Account. See the layby steps for the full walkthrough.
Clearing a balance
If a client's balance has built up and you want to zero it out without it skewing your Cash or EFTPOS takings, use an Account Corrections payment method. See How do I clear a client's account balance? and Managing Client Account Balances for the details.
Reporting on accounts
To see who's owing or in credit, go to Reporting > Report List > Accounts Report. You can message clients about their balance straight from there, and click Show Details on any row for a breakdown of their activity.
If you have any questions please feel free to send them to us via the Submit a Request option in your Help & Support page, we're here to help.