Add to a Client's Account Balance
This article covers how to:
Learn more about using a client’s account balance as a payment method during checkout.
Link copiedMake a deposit into a client’s account balance
To make a deposit into a client’s account balance, you can:
Link copiedMake a deposit during checkout
To make a deposit into a client’s account balance during checkout, begin the checkout as you normally would.
Select More > Account Balance.
Enter the amount to add to the account balance.
Complete the checkout as you normally would. Once the payment is complete, the client’s account balance will be updated.
Link copiedMake a deposit via the client details
To make a deposit into a client’s account balance via the client details, you must be an Admin user, or you must have the Can start a checkout and modify sales permission enabled in Staff Member settings.
Open the client details and select the Wallet tab.
Select Add to balance.
Enter the amount to add to the account balance and select Continue to sale.
Complete the checkout as you normally would. Once the payment is complete, the client’s account balance will be updated.
Link copiedAdjust a client’s account balance manually
You can increase or decrease a client’s account balance manually without completing a payment.
To adjust a client’s account balance manually, you must be an Admin user, or you must have the Can manually adjust client account balances permission enabled in Staff Member settings.
Open the client details and select the Wallet tab.
Select Adjust balance.
Enter the details and select Confirm to update the client’s account balance.
Can't find what you're looking for?
with us to talk to a real person and get your questions answered, or browse our on-demand webinars.