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Customer Account Balance
UpdatedNovember 25, 2024
Edit Customer Account Balance Manually
- Click the Edit Pencil icon next to the account balance.
- In the side panel, click Modify.
- Select the Type of Operation (Add or Subtract).
- Enter the Amount.
- Provide a Description for the adjustment.
- Click Save.
View Customer Account Balance Log
- Click the Edit Pencil icon next to the account balance in the top banner.
- In the side panel, review the complete log of all account balance movements, including manual adjustments and transaction-based changes.
- Use this log to track the reasons behind a positive or negative balance.
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Operations
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- Articles coming soon
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- Customer Profile
- Editing Customer Profile
- Customer Overview - Top Banner
- Customer Account Balance
- Customer Card on File
- Customer Profile Notes & Bio
- Managing Customer Packages
- Customer Profile Recommendations
- Customer Profile Tags
- Customer Service Credits
- Managing Appointments via Customer Profile
- Customer History
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Configurations
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Inventory
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Forms
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Marketing
- Articles coming soon
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InFlo App
- Articles coming soon