Use a Client’s Account Balance as a Payment Method

Once you’ve enabled client account balances, you can use a client’s account balance as a payment method during checkout.

To use a client’s account balance as a payment method, begin the checkout as you normally would.

If the client has an account balance, their account balance will be shown on the Payments screen.

If the client has an available account balance to use, select Charge or the Account Balance payment button.

If the client does not have an available account balance to use, you can still select the Account Balance payment button. This will create a negative account balance that the client can pay later (IOU).

Select Confirm to complete the account balance payment.

If the sale has a remaining balance, you can select a different payment method to complete the sale. You can also select the Account Balance payment button again to create a negative account balance that the client can pay later.

The next time the client begins a checkout, you will be able to see that they have a negative account balance they need to pay.

You can also view details about a client’s account balance in the Wallet tab of the client details and in the Client Account Balances reports.