How to correct Client Owes on Account Balance
How to Identify a Negative Account Balance 🔍
- On the client card, the Account Balance Total will display as: Client Owes $X.XX
- On checkout, under the clients name; Client Owes $X.XX will display
What Causes a Negative Account Balance?
Account Charge is selected as the payment method at checkout. If the client does not have a positive balance on their client card, the full ticket total will be added as Client Owes.
Always double-check the payment method at checkout to ensure balances are applied correctly.
📌 How to void a mis-documented negative Account Balance
If a ticket was accidentally created and caused a negative account balance, it can be voided to correct the Client Owes amount.
Must have permission assigned to void tickets
Steps to Void the Incorrect Ticket
Go to the Client Card
Select the Account tab
Locate the Account Balance section
Select the ticket number associated with the negative account balance
On the Receipt page, select the Void Ticket icon
Select Save
Once the ticket is voided, the client’s account balance will update automatically.
📌 How to Apply Funds Towards a Negative Account Balance
If a client wants to make a partial or full payment toward their Client Owes balance, follow the steps below.
On the Checkout screen, add the client name to the ticket
Select the tab labeled Other
In the Received on Account section, enter the amount the client wants to pay
Select Add to Ticket
Select the tab labeled Payment
Choose the payment method
Select Apply Payment
The payment will immediately reduce the client’s negative account balance
.
📌Reopen a Ticket with an Account Charge & Re-Close with the Correct Payment Method
If a ticket was closed using Account Charge , you can reopen it and apply the new payment method.
If a ticket was closed using Account Charge , you can reopen it and apply the new payment method.
Steps to Reopen & replace Payment Method
Go to the Client Card
- Select the Account tab
- Locate the Account Balance section
- Find the ticket associated with the Account Charge payment method
- Select the ticket number
- On the Receipt page, select Reopen Ticket
- Once reopened, locate the payment method on the ticket
- Select Account Charge and choose Remove
- Select the tab labeled Payment
- Choose the new payment method
- Select Apply Payment
Once the ticket is paid in full, it will automatically close with the updated payment method
Must have permission to reopen tickets
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