Client account

Grantfreer — Wed, 12 Jan 2022 04:02:41 GMT

I have a client who paid for their next four treatments in advance (without actually booking them) is there a way to add money to their account? Like a “cash on file” or a positive account balance?

Re: Client account

crystalimages — Thu, 13 Jan 2022 21:57:08 GMT

Not the way you're thinking. You have customer profiles, but not accounts.

You can take a payment in advance and then on the visit you can write up a $0 ticket and notate how much is deducted and the balance. For reference, I would copy and paste the original receipt # into new transactions to tie them together.

I think the better option would be using the eGift cards. Have the customer purchase a gift card and simply run the gift card for future transactions until it is empty. The customer can even add more funds to it later on.

Square eGift Cards

If you have any questions about this, let me know.

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Client account

Re: Client account