Why Use Customer Profile Balances?
- Easily manage prepaid services or packages
- Keep track of customer credits or debts
- Streamline the checkout process for returning customers
- Offer flexible payment options to your clients
Updating Customer Profile Balances
1. Access the Customer Profile
a. Use the search customer function at the top of any page
- Search by first name, last name, phone number, or pet name
- Results will filter instantly as you type b. Click on the customer name to access their profile
2. Locate the Profile Balance Section
a. Scroll down the customer profile page
b. Find the "Profile Balance" section
3. Update the Balance
a. Click on the "Update Balance" button b. Enter the new balance amount
- For credits, enter a positive number
- For debts, enter a negative number
- Click "Add" to confirm the changes
Using Profile Balances at Checkout
1. Create or Access an Invoice
a. Start a new invoice or open an existing one for the customer
2. Apply the Profile Balance
a. In the payment section of the invoice, find "Payment Method"
b. Select "Account Balance" from the dropdown menu
c. Enter the amount of the account balance you wish to apply to this invoice
3. Handle Partial Payments
a. If the profile balance doesn't cover the full invoice amount, click "+Add Payment Method"
b. Select an additional payment type for the remaining balance
c. Enter the amount for the additional payment method
4. Complete the Transaction
a. Verify all payment amounts are correct
b. Close the invoice as usual
c. The system will automatically adjust the customer's profile balance
Remember, accurate management of customer profile balances can significantly enhance your client relationships and streamline your billing processes. These procedures ensure that all balance updates and applications are processed accurately and transparently.
If you encounter any issues or have questions about managing customer profile balances, please contact our support team at support@pawsadmin.com. We're here to help ensure your pet business finances run smoothly!