Client Balance Overview

Client Balance Overview

Client Balance Overview

This instructional video will demonstrate how to easily modify your client’s balance.

To add to a client’s balance, create a ticket and click on the Special button to select ‘Client Balance’. Then ‘Add Additional Credit’. You’ll be asked how much you want credited to the customer’s account. Click the ‘Checkout/Close’ button to complete the transaction. After checking out, the credit will be applied to the customer’s record.

To pay off a client’s balance, create a ticket and click the Special button to select ‘Client Balance’, then ‘Payoff Balance’. You’ll then be asked how much the customer would like to pay off. Click the ‘Checkout/Close’ button to complete the transaction. After checking out, the balance will be adjusted on the customer’s record.

Intro To CTA To Another Page

What People Are Saying About Us

by Juan S.
Kissimmee, FL

123Pet makes my business run smoothly. I can get information about almost anything, so I can dedicate my time to groom and not to the other side of the business.