Skip to main content

Managing Client Account Balances - Adding, Viewing, and Clearing Credits

  • Updated

Overview

Simple Salon tracks two types of client financial balances - account credits and deposit transactions. Both are accessible from the Actions menu on the Client Card.

Viewing Account Transactions

To view credits that have been added to or used from a client's account:

  1. Open the client's Client Card.
  2. Click Actions ▼ in the top-right corner.
  3. Click the coins icon showing the client's account balance (e.g. "$0.00").
  4. The Account Transactions popup will appear showing all credits added and payments made against their account.

The Account Transactions popup on the Client Card

Viewing Deposit Transactions

To view deposits taken from the client (e.g. online booking deposits):

  1. Open the client's Client Card.
  2. Click Actions ▼ in the top-right corner.
  3. Click the money icon showing the deposit balance (e.g. "$0.00") - this is the second dollar amount in the menu, below the coins icon.
  4. The popup will show two sections: Outstanding Deposit Transactions (deposits not yet applied to a sale) and All Deposit Transactions (complete deposit history).

The Outstanding Deposit Transactions and All Deposit Transactions popup on the Client Card

Adding Credit to a Client's Account

To add credit to a client's account, use the Add to Account feature in POS. See the Add to Account - Credits, Laybys and Prepayments article for full instructions.

Clearing a Client's Account Balance

If a client has an outstanding balance (either owing or in credit) that needs to be cleared:

  1. Go to POS.
  2. Add the client to the sale.
  3. Process the adjustment through the normal POS payment flow.

Related Articles

If you have any questions, please send them to us via the Submit a Request option.