Follow

Checking if a Client has Credits

How to place a Credit on account and generate a receipt

  1. Select the Clients Tab.
  2. Select the Open Recent or Search Clients button and select the Client you want to apply the credit to.
  3. Select the Billing Tab
  4. Check the "All" checkbox in the top right of the Account window
  5. Click the Reload button
  6. Right Click in a empty space in the Account area and select Post Payment
  7. Edit the Amount section to reflect the Credit
  8. Fill out the remaining fields with the required information and check the Print Check Box

How to find if a Client has credits on account

A. Checking through a Clients Appointment
 

  1. Select the Appointment Book Tab
  2. Left Click an Appointment for the Client you would like to check
  3. Click the Lightbulb that displays when the Appointment is highlighted
  4. Check the Balance Amount
  5. If the Balance is negative- the Client has a Credit on account.


B. Checking through a Clients Billing Tab
 

  1. Select the Clients Tab
  2. Select the Open Recent or Search Clients button to select the Client in question
  3. Select the Billing Tab
  4. Check the "All" checkbox in the top right of the Account window
  5. Click the Reload button
  6. Select the Type Tab in the Account section to organize the Account section by Type
  7. Review the Account section- look for Payments that have Blue Circle next to them. These are Payments that have not been applied, which makes them Credits.

How to use Credits on Account

  1. Select the Clients Tab
  2. Select the Open Recent or Search Clients button to select the Client in question
  3. Select the Billing Tab
  4. Check the "All" checkbox in the top right of the Account window
  5. Click the Reload button
  6. Select the Type Tab in the Account section to organize the Account section by Type
  7. Review the Account section- look for Payments that have Blue Circle next to them. These are Payments that have not been applied, which makes them Credits.
  8. Right Click one of the Payments that has a Blue Circle next to it and select Apply/Unapply Payment
  9. Check the Apply Check box located in the top right corner in the Apply Payment Window. Please note: If anything was checked previously leave it checked. This will ensure no payments are unapplied.
  10. Click the OK button after the selecting the correct check boxes.

How to generate a new receipt for a credit

Note: These steps assume you have already used the credit on a charge

  1. Right Click and Void any original receipts you may have created then Right Click the Payment that you applied
  2. Select Create Receipt
  3. Press Ok on the Create Receipt window
  4. Back on the Billing Tab there will now be a Receipt type with a Blue Circle next to it
  5. Right Click the Receipt
  6. Select Print then from the drop down menu select Receipt
Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments