About Client Accounts

Can I charge to a client's account?

Yes! Enable Allow this client to place charges and credits on account in the client's profile, and ensure the Account Charge Payment Type is active. Then you can:

  1. Charge to a client's account.
  2. Accept payment on a client account that has an owed balance.
  3. Accept payment as credit on a client account that does not have an owed balance.

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

The following indicators appear in the register:

Client has available credit on the account.

Client owes money on the account.

 

Are there restrictions on making a payment or placing a credit on a client's account?

The Make a payment tile is available only if there is a balance that is owed. The Place a credit tile is available only if there is no balance that is owed.