Simple Salon tracks two kinds of client balance: account credit and deposits. Both live on the Client Card, right at the top.
1. Find the balances
Open the client's Client Card. At the top, under their name, are stat pills. Two of them show balances:
- Deposit Taken, the orange pill, shows their outstanding deposit balance.
- Account Amounts, the red pill, shows their account credit or account balance owing.
2. View account transactions
Click the Account Amounts pill to see the transactions behind that number, credit added to the account and payments made from it.
3. View deposit transactions
Click the Deposit Taken pill to see deposits taken from the client, such as online booking deposits. It's split into outstanding deposits not yet used and the client's full deposit history.
4. Add credit to a client's account
To add credit, use Add to Account in POS. See Add to Account - Credits, Laybys and Prepayments for the full steps.
5. Clear a client's account balance
If a client has a balance that needs clearing, owing or in credit, see How do I clear a client's account balance? for the full walkthrough.
What's next?
For everything else on the Client Card, including the stat pills and Actions menu, read How to Find and Use the Client Card.
Questions? Head to your Help & Support page and click Submit a Request. We've got you.