DaySmart

Adding a Client Balance at Checkout

Select an existing ticket and click Checkout or select the Shopping Cart Icon displayed next to your Appointment Book Icon.

On the first Checkout Screen, confirm that the client and services/products on the ticket are correct.

This option will ask how much of the balance due you wish to add to the client balance, enter that amount.

This amount will now be added to the client profile and can be paid off at a later date.

1. Log in to your DaySmart software.
2. Select an existing ticket and click Checkout or select the Shopping Cart Icon displayed next to your Appointment Book Icon.
3. On the first Checkout Screen, confirm that the client and services/products on the ticket are correct.
4. Click Proceed to Payments.
5. Here the payment options available show.
6. Select the Pay Later option.
7. This option will ask how much of the balance due you wish to add to the client balance, enter that amount.
8. This amount will now be added to the client profile and can be paid off at a later date.
 
 User-added image

Manually Adding a Client Balance In your DaySmart Software, you can also add the client balance manually

When logged in, select the Clients Icon.

Find the client you wish to add the balance to.

Select that client and go to the Points &amp; Balance screen.

At the bottom we will see the Client Balance section.

Here you can add a Credit or Balance by selecting the pencil next to the amount due.

Here you can select either Add Credit or Remove Credit.

If you select Add Credit, it will reduce the balance due. This is a payment towards the balance.

If you select Remove Credit, it will add to the balance due.

Once you have made the proper selection, click Save.

1. When logged in, select the Clients Icon.
2. Find the client you wish to add the balance to.
3. Select that client and go to the Points &amp; Balance screen.
4. At the bottom we will see the Client Balance section.
5. Here you can add a Credit or Balance by selecting the pencil next to the amount due.
6. Here you can select either Add Credit or Remove Credit.
7. If you select Add Credit, it will reduce the balance due. This is a payment towards the balance.
8. If you select Remove Credit, it will add to the balance due.
9. Once you have made the proper selection, click Save.
 
 User-added image

Under the Points and Balance section in the client profile, you can also view the balance history. This will show the complete history of when a client balance or credit was added to the client profile. Paying Off a Client Balance at Checkout

Select an existing ticket and click Checkout or select the Shopping Cart Icon displayed next to your Appointment Book Icon.

At the top of the Checkout Screen, you will see the client information.

Next to the client email you will see a Balance section.

If the client wishes to pay that balance off now or some of that balance, you can select the Pay Off option next to the balance.

Here you can select how much of the balance the client wishes to pay.

Once you enter an amount, select Add to Order.

This will add the amount to the ticket as a Paid Towards Balance Due item on the ticket.

1. Select an existing ticket and click Checkout or select the Shopping Cart Icon displayed next to your Appointment Book Icon.
2. At the top of the Checkout Screen, you will see the client information.
3. Next to the client email you will see a Balance section.
4. If the client wishes to pay that balance off now or some of that balance, you can select the Pay Off option next to the balance.
5. Here you can select how much of the balance the client wishes to pay.
6. Once you enter an amount, select Add to Order.
7. This will add the amount to the ticket as a Paid Towards Balance Due item on the ticket.
8. Proceed to Payments.
 
 User-added image

Using a Client Credit at Checkout Clients can also use any Credits* gained throughout their visits on a ticket of their choosing at checkout

Select an existing ticket and click Checkout or select the Shopping Cart Icon displayed next to your Appointment Book Icon.

Once you have confirmed all the information on the Checkout screen, click Proceed to Payments.

Under the Payment Options, you will see the last option says Client Balance to Redeem..

If the client has a Credit, you can redeem that amount or a custom amount by entering the amount in the Client Balance to Redeem box and then click Apply.

Under the Payments section in the Order Summary on the right side, you will now see that amount you entered added.

This amount will be subtracted from the total due.

1. Select an existing ticket and click Checkout or select the Shopping Cart Icon displayed next to your Appointment Book Icon.
2. Once you have confirmed all the information on the Checkout screen, click Proceed to Payments.
3. Under the Payment Options, you will see the last option says Client Balance to Redeem..
4. If the client has a Credit, you can redeem that amount or a custom amount by entering the amount in the Client Balance to Redeem box and then click Apply.
5. Under the Payments section in the Order Summary on the right side, you will now see that amount you entered added.
6. This amount will be subtracted from the total due.
 
 User-added image