Balances & Deposits
Last updated
Last updated
Balances can be enabled in the Settings > Locations > select your location > Payments & Tax Rates - there you can add the payment option labelled Balance
To add a cart as a balance select the Balance payment option during checkout, this will put the entire cart on clients profile as a Balance
Accessing client deposits can be done in two places, the first is the Clients page which can be sorted by Balance amount on their profile (amounts > 0 are credits & amounts < 0 are balances)
To checkout using a clients balance when adding a client in the POS or if the client is already populated
Credits can be applied towards a cart which will remove the amount due
Balances can be applied to a cart which will be a new line item to pay for the balance
Deposits have been designed for single service bookings when booked online, this can be enabled in the Settings > Locations > select your location > Website Tools - Stripe will need to be connected and you can set the option to require payment for online bookings & the deposit amount as a percentage
Deposits can also be captured manually using hte POS ideally single service appointment bookings with a simple checkout, i.e. a deposit of $10 against a receipt of $20, this will reflect both on the receipt and also in the client's respective appointment
Discounts cannot be applied when closing our a deposit and tax will be calculated during checkout
There are two places to access deposits in the system
From the clients appointment if there has been a deposit captured either online or using the POS it will reflect on the appointment
From the dashboard all receipt deposits can be viewed in the lower right, showing both a total but a detailed list of all deposits. From here the receipt can be accessed & closed out
