Client account balances

A colour goes wrong and you refund it, but she's back in three weeks anyway. Put it on her account instead of on her card.

Where it lives

Wallet, on the client's record. The figure at the top is what they hold right now, and everything beneath it is how it got that way — newest first, each line with its amount, its note, and the balance it left behind.

Nothing is ever edited out of that list. If a line is wrong, the fix is another line going the other way with a note explaining it.

How credit gets there

• You put it there. Adjust → Add credit, an amount, and a note.
• A refund goes to the account instead of back to a card, when you choose that on the refund — see Refunds and voids.
• A voided sale is credited the same way.
• A merge brings it over. Merging two records adds their balances together.

Spending it at the till

A balance is a payment method. Ring the sale up as usual, go to Payment, and there's an Account balance tile beside Cash and Gift card.

The tile only appears when there's something to spend — the sale has a client, and that client's balance is above zero. A walk-in never sees it.

Press it and it tells you what you're working with before you commit: how much is on account, and whether that covers this sale or only part of it. A $30 balance against a $50 sale takes the $30 and leaves $20 to pay another way, and the button says so rather than leaving you to work it out.

Taking it off again by hand

You can also charge a balance down directly, which is what you want when the money is going somewhere other than a sale.

When it goes negative

The figure turns red and the card says Client owes this amount. That's a supported state, not an error: the beard trim added at the chair, the product taken home on a Friday when the card machine was sulking. It sits there until somebody settles it, which is the point of writing it down.