On Account

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On Account Payments are available in the Preferred edition of Envision Cloud. You can upgrade your account on the Account Subscription page.

The On Account feature allows for clients to have a balance on an account that they can make payments on, or keep a credit to use towards purchases. This feature may be disabled in the Company Settings.

Charging an Account

Charging to an account will show that the client has a balance that needs to be paid off. To charge to the client's account, follow the steps below:

  1. Open the Sales Register.
  2. Select the client in the client drop down menu.
  3. Ring up services or retail that are going to be charged to the account.
  4. Click "Take Payment".
  5. Select "OnAcct" as the payment method.
  6. Enter the amount that will be charged to client's account in the payment amount field.
  7. Click "Cash Out" to apply the charge.

Pay Money on a Balance

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  1. Open the Sales Register.
  2. Search and select the client record.
  3. Click "Add Money On Acct" in the Options menu to the left.
  4. Enter the payment amount.
  5. Click OK. This will move you to the Take Payment screen.
  6. Enter the method of payment.
  7. Click "Cash Out". The amount will be applied, lowering or eliminating the balance due.

Add a Credit

Follow these steps to add money to the client's account to be used later.

  1. Open the Sales Register.
  2. Search and select the client record.
  3. Click "Add Money On Acct" in the Options menu to the left.
  4. Enter the payment amount.
  5. Click OK. This will move you to the Take Payment screen.
  6. Enter the method of payment.
  7. Click "Cash Out". The amount will be applied to the client's account.

Refund as a Credit

Use On Account to offer "store credit" when a client is returning products.

  1. Open the Sales Register.
  2. Search and select the client record.
  3. Ring up the services or retail the client is returning.
  4. Edit each item in the Sales Register by selecting the pencil icon and select the "Return Item" option. The item will become a negative amount on the ticket.
  5. Click "Take Payment".
  6. Select "OnAcct" as the payment method. The amount will be added automatically in the payment field in the negative.
  7. Click "Cash Out". The amount will be applied as a credit the client can use towards other purchases.
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