Client Accounts

To use Client Accounts in Meevo, enable the Allow this client to place charges and credits on account option on a client's profile and ensure the Account Charge Payment Type is active. Then you can:

• Charge to a client's account.
• Accept payment on a client account that has an owed balance.
• Accept payment as credit on a client account without an owed balance.
• Set a maximum balance limit for all clients and adjust (if needed) for individual clients

How do I know if a client has a balance or credit on the account?

If a client's account has a balance or credit, one of the following indicators will appear beside the client name in the register:

	There is available credit on the client's account. Hover over the icon to see the existing credit amount, or select the icon to open the client profile with the account history already pulled up.
	There is a balance owed on the client's account. Hover over the icon to see the existing balance and, if a balance limit is set, to see the amount owed and amount of remaining available credit. Select the icon to open the client profile with the account history already pulled up.

How do I set a balance limit on client accounts?

1. In Register Business Preferences, select Enable client account spending limit. In the Limit field, set a maximum balance that clients can owe on their account. This sets a maximum for all clients who are allowed to charge to their account. 
2. That same Limit field will now appear in client profiles. The value on the client profile defaults to the value in the Business Preferences setting. If at any point you wish to raise or lower this limit for individual clients, you can do so on a profile-by-profile basis. 

Where can I view information about Client Accounts?

• MR000: Client Account Activity
• MR205: Client Account Invoices
• MR055: Liability Sales Detail
• MR129 Liability Summary and MR129B Quarterly Liability Activity

Making a payment or placing a credit on a Client Account

1. In the register, add the client to the Smart Receipt.
2. Select Account from the center list of tiles.
3. Select Make a payment or Place a credit.

Note: The Make a payment tile is available only if there is a balance that is owed, and the Place a credit tile is available only if there is no balance that is owed.

1. Use the keypad to enter the amount to add to the account. When finished, select Apply.
2. If you selected the Make a payment tile, select the employee responsible for executing the payment.
3. Select Pay Now and finalize the transaction.

Transferring an account credit from one client to another

Follow these steps to apply a client's account credit to another client's account balance.

1. In the register Smart Receipt, add the client who will be receiving the funds. This is the client who owes a balance on their account.
2. Select Account from the center list of tiles. 
3. Select Make a payment. 
4. Enter the amount to be paid down and select Apply.
5. When ready, select Pay Now.
6. In Payment Options, select the Account Charge Payment Type.
7. Under Account to be charged, select the client who is transferring their account credits. This is the client who is sharing their credit with the client in the Smart Receipt. The client's existing account balance appears below the field.
8. Enter an amount and select Add Payment.
9. Finalize the transaction to complete the transfer.