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Accounts Overview

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With the Simple Salon Accounts features, clients can add credit to their personal account. It also allows client account balances to go into the negative, as well as take deposits or laybys.

This overview will help familiarise yourself with its functions. We will link to further articles where necessary. Please feel free to jump ahead, we will be covering the following:

Adding Credit to an Account

Clients can add credit to their account in advance to pay for future services.

When in POS, you can select Add Items > Add to Account, which allows you to add an amount to their balance.

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This can be paid for with any regular payment method.

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When the client comes in for their next service and goes to pay, you can use the Account tab. This will use the credit on their account.

'On Account' Payment Method—Paying for a Service Later

The Account feature works the opposite way as well, where the client can use their account to pay for their sale, even if they don't have credit on the account. The account balance will go into negative, and can be fixed at a later date.

You may have clients who occasionally receive free products, or perhaps they're apart of HR so they receive free services—you could also use 'On Account' for this reason.

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For full instructions on processing credit on a clients account, please check out the following article:

Account Feature—Add Credit to Clients Account, Use Credit to Pay in POS

Where to View Balances

A client's account balance—whether zero, positive or negative—will display when they are added to POS.

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You can also search for the client and view this in the Actions menu of their Client Card.

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Deposits

You can process deposits for Future Services in POS.

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Once their Future Service is added, you can hit Receive Payment.

For the first section, you enter in the amount they are actually paying for the deposit (e.g. Cash or EFTPOS), then hit Add Another Payment Type.

The remaining amount needs to be changed to On Account. You can then Finish Sale as normal.

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The following article will go into more information on processing deposits:

Account Feature—Deposits

Layby 

Processing a Layby is essentially the same as a Deposit—you add the client to POS, along with the product/s they wish to Layby.

The first payment method section will be the Deposit amount for the Layby. This will be processed as their normal payment method, i.e. Cash or EFTPOS.

For the remaining amount, you will Add Another Payment Method as On Account.

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For further information on how to process a Layby, please click here.

How Clients Pay Outstanding Balances

When a client is ready to pay off part or all of their account balance, you can go to:

POS  >  Add Client  >  Add Items  Add to Account

You can enter in the amount that the client is paying off. In the below screenshot, the client is paying off their full balance:

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You would then Receive Payment and Finish Sale as normal:

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Account Corrections

It's a good idea to create a payment method called Account Corrections.

This comes in handy if you need to process a free product, or maybe you're treating a VIP customer to a free service. This will ensure that your Cash or EFTPOS settlements don't skew when it comes time to processing the sale through POS.

You can click here to learn how to create a new payment method.

If you have previously processed sales as On Account, and client's account balances are accumulating, you would use this payment method to balance them to $0. This article shows how this is done.

Accounts Report

Whenever you need to check which clients are Owing, or those that are In Credit, you can use the Accounts Report.

Reporting  >  Report List  >  Accounts Report

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You can also send an SMS or Email to clients from this page. This is useful if you wanted to contact clients in regards to owing or in credit accounts. You can also click Show Details to see a breakdown of their top-up 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.

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