Give a client account credit
Add credit to a client's account, or give a refund back as credit. It pays first on their next cleaning, before their card.
Want to make something right, or a client paid you ahead in cash? Add it as account credit. Busy Book uses it first on their next cleaning or invoice, and their card only pays the rest.
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1
Open the client
In the menu, tap Clients, then tap the client. Find Account credit.
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2
Add credit
Tap Add or take off credit, pick Add credit, type how much and a few words about why, then tap Save.
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3
It pays first
On their next cleaning, the credit goes on the invoice before their card is held or charged. Their card only pays what's left.
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4
Or give a refund back as credit
On a card payment, tap Refund, then pick Account credit for their next cleaning under Give it back to. Nothing goes back to their card.
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5
See every change
Each line shows what changed, when, who did it and which invoice. Need to take some off? Pick Take credit off.