> For the complete documentation index, see [llms.txt](https://docs.simplespa.net/simplespa-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.simplespa.net/simplespa-documentation/daily-operations/pos/balances-and-deposits.md). # Balances & Deposits Put a sale on a client's balance, use client credits, and collect deposits in the POS or through online booking. This page explains how to record sales on a client's balance, apply credits and balances at checkout, and collect and find deposits. ## Balances ### Enabling balances Go to **Settings → Locations → (your location) → Payments & Tax Rates** and add the payment option labeled **Balance**.

The Balance checkbox option in the location settings

### Putting a cart on a client's balance During checkout, select the **Balance** payment option. This puts the entire cart on the client's profile as a balance.

The Balance payment option in the SimpleSpa POS

### Finding client balances Accessing client deposits can be done in two places. The first is the **Clients** page, which you can sort by the balance amount on each client's profile: * Amounts greater than 0 are credits. * Amounts less than 0 are balances.

Accessing client balances quickly from the SimpleSpa Dashboard

### Checking out with a client's credit or balance When you add a client in the POS, or if the client is already filled in, SimpleSpa shows any credit or balance the client has.

The credit amount shown when a client has an active credit

* **Credits** can be applied toward a cart, which reduces the amount due. * **Balances** can be applied to a cart as a new line item, so the client can pay off the balance.

The balance amount shown when a client has an active balance

The Balance line item in the SimpleSpa POS

Editing a balance to collect a different amount against it

Editing the balance amount to collect $100 of the $200 that is due

## Deposits ### Online booking deposits Deposits are designed for single-service bookings made online. To enable them, go to **Settings → Locations → (your location) → Website Tools**. Stripe must be connected. There you can set the option to require payment for online bookings and set the deposit amount as a percentage. ### Collecting a deposit in the POS You can also capture deposits manually in the POS. This works best for single-service appointment bookings with a simple checkout. For example, a $10 deposit against a $20 receipt shows on both the receipt and the client's appointment. {% hint style="warning" %} Discounts cannot be applied when closing out a deposit. Tax is calculated during checkout. {% endhint %}

### Finding deposits There are two places to find deposits in the system. #### The client's appointment If a deposit was captured online or in the POS, it shows on the client's appointment. #### The Dashboard The lower right of the Dashboard lists all receipt deposits, with a total and a detailed list. From here you can open the receipt and close it out.

Accessing open receipts (deposits) from the SimpleSpa Dashboard

## Checking Out an Appointment With a Deposit When you check out an appointment that has a deposit, the cart always reflects the appointment as it is now: * If the service, price or staff member changed after the deposit was taken, checkout uses the current service and the remaining balance, so the amount due is always correct. * If a client booked several appointments with separate deposits, every service appears at checkout. * The final receipt always follows the appointment's current staff member, even if the deposit was taken under someone else. ### Deposit Under a Different Staff Member If a deposit was taken under one staff member and the appointment has since moved to another, an amber **Deposit under different staff** banner appears when you open the sale. {% stepper %} {% step %} ### Review the deposit Click **Review Receipt**. The deposit line opens with the appointment's current staff member already selected. {% endstep %} {% step %} ### Save Save the change to move the deposit to the current staff member. {% endstep %} {% endstepper %} {% hint style="info" %} The banner never blocks the sale. You can dismiss it and continue checking out. {% endhint %}