You can pay off a client’s account balance in part or in full by making a payment. You can also manually adjust a client’s account balance by crediting or debiting the account, which does not require a payment method.
Key tips before we begin
Staff members must be assigned a staff role with the Manage billing and account balance permission to view and modify a client’s account balance.
When payments for the client whose account is being adjusted are assigned to a relationship client, the linked client’s account will receive the credit, debit, or payment. To adjust the desired client’s account, remove the payable relationship between the clients.
Pay off a client’s account balance
To pay off a client’s account balance in full or in part, complete the following:
On the Top Nav Bar, click the Search button
and enter the client’s information, then select the client from the list. On the side menu, click Account > Billing & Account Balance.
Under ACCOUNT PAYMENT, enter the amount being paid. By default, the amount entered here will equal the client’s account balance.
Select each payment method the client wants to use. In most cases, the total payment is split between the selected payment methods equally, but you can adjust the amounts as required.
If surcharges are enabled in your store settings, and you select Virtual Terminal or Card Swiper for the account payment, the surcharge will be applied to the transaction. If you don’t want the client to pay a surcharge for this transaction, set the Charge client a $[value]% processing fee option to OFF.
If you select Virtual Terminal and select a saved payment method, you can make the payment in installments through a payment plan:
Set the Apply payment plan option to ON.
Under PAYMENT PLAN, select the number of payments you want the amount divided into.
Under REPEAT EVERY, select how often you want payments to occur.
Under START, select when you want the payments to begin.
Under COMMENT, add a comment to the transaction if necessary.
Click Complete.
To generate a receipt, select one of the following options:
Click Email receipt to send an email receipt to the client’s associated email.
Click Print receipt to print a receipt from your computer.
Click Receipt printer to print a receipt from a receipt printer.
Adjust a client’s account balance
To credit or debit a client’s account, complete the following:
On the Top Nav Bar, click the Search button
and enter the client’s information, then select the client from the list. On the side menu, click Account > Billing & Account Balance.
On the Billing & Account Balance page, credit or debit the client’s account balance:
To credit the client’s account balance:
Under Account Balance, click + Credit.
Under CREDIT AMOUNT, enter the amount you want to credit the account.
Under NOTE, add a note to the transaction if necessary.
Click Credit account. The transaction is complete.
To debit the client’s account balance:
Under Account Balance, click – Debit.
Under DEBIT AMOUNT, enter the amount you want to debit the account.
Under NOTE, add a note to the transaction if necessary.
Click Debit account. The transaction is complete.