How do I pay off a balance on a client's account?

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PURPOSE

When a client wants to pay off all or a portion of their account balance, you can use Account Payments or Receive Payments to make the payment.


ANSWER

Account Payments

Note: For this method, make sure that you've already set up an account payment option.

  1. Click on your Retail tab and look up the client.

  2. In the Add Item box, click on Payments/Gift Cards.

  3. Select the account payment option you have already created (e.g., Account Payments at $0.00).

  4. In the Price field, enter the amount the client is paying you. The Credit is the amount that will be applied to the client's account.

  5. Click on the Add Item button to add the payment to the ticket.                                                                                            Account_payments.png
  6. Select the payment method the client is using (e.g., Cash, Check, Credit Card, etc.). Do not choose "Account."

  7. Complete the sale by clicking one of the Save options at the bottom of the screen.

Receive Payments

If your client has a negative account balance, you can accomplish the same thing with the following steps:

  1. Click on your Retail tab and look up the client.

  2. Click Receive Payments on the right. This option will only appear for clients who have negative balances.
  3. In the Payment Amount field, enter the amount your client wishes to pay.
  4. Click Continue.
  5. Select the payment method the client is using (e.g., Cash, Check, Credit Card, etc.).
  6. Complete the sale by clicking one of the Save options at the bottom of the screen.

ADDITIONAL RESOURCES:

Request a Product Feature 

 










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