Paying with client account balance

BookingTimes allows payment with a Client or Organisation's Account Balance for bookings and product sales. This will deduct the specified value from the Account Balance, and will be recorded in the Client or Organisation's profile.

This article details how an admin user can pay for a sale with an Account Balance for both normal accounts, and chargeable accounts (which can have a negative balance), which have an existing positive balance on them.

Currently, clients themselves are able to use their Account Balance to pay for any bookings, however, they cannot use their Account Balance for Product Sales (this can only be done by an admin).

Paying for a booking or product sale with an existing account balance

A Client or Organisation may have an existing positive Account Balance. One example of this occurring would be after data has been imported into BookingTimes from a previous system, there might have been an outstanding balance or voucher on a client's account, that needed to be reflected in the new system.

Steps

1. Process the Booking or Product Sale as per normal.

2. On the Payment Detail screen, click the Use Balance link next to the Account field or enter the amount to deduct from the Account Balance

3. Click Save Payment

4. To see the client's account balance at any time, select the client and scroll down to the Account Balance

Paying for a booking or product sale with a chargeable account balance

Steps

1. Process the Booking or Product Sale as per normal.

2. On the Payment Detail screen, enter the sale value in the Account field or click Charge Account

3. Click Save Payment

4. To see the client's account balance at any time, select the client and scroll down to the Account Balance