With Salon Control it is possible to have money saved on account for clients. This can useful if a client wishes to place a deposit or to assist with budgeting for the the client, to credit and debit a clients account please following these steps.
Credit a Clients Account
Firstly Click the Client button from the side bar to bring up the Client Maintenance screen.
Next find the client you wish to add the credit too by search for there account, once you have found the desired client Click the button next to the client record.
Once you have found the desired client record Click on the tab located at the bottom of the page and this will display all On Account transactions.
From this section of the client record you can view all On Account transactions also you are able to print off a statement for you client if so desired by Clicking the button, Salon Control will print off a statement through your receipt printer.
To add a credit simply Click the button and Salon Control will be display the following the popup:
From the Payment Method drop down Click on the method of payment the customer used. Next enter the amount of money they wish to put onto the clients account in the On Account Amount box and finally Click the Confirm button, then followed the Save button at the top screen.
Under the On Account Transactions section it will now show a credit to the client account, if there is any other credit on the account it will be added to the new credit.
Dedit a Clients Account
To debit a clients account please follow the above steps but instead of using the button use the button. The debit feature should only be used if a client wishes to withdraw any on account money and remove it from your business, or this feature can be used to correct errors if needed. To redeem On Account money follow the steps below.
Redeeming a Clients On Account Money
To redeem a clients On Account Money this can ONLY be done at final step of checkout the Take Payment screen. When on the Take Payment screen Click the On Account button, please note this button will only be green and usable if the client has money on there client record if not it will stay grey. Next enter the amount of On Account money you wish to use, this can be the whole amount or any other desired amount, once this is inputted in the number box press the button and the On Account money will deduced from the clients bill.
With regards to handling the money it will show up on your end of day cash up summary but the actual money will not be added to the salons turnover until the client spends that on account money.