You can allow clients to purchase credit for their account or for friends/family!
This feature is ideal when you want to give clients flexibility to check out now and pay later—such as trusted long-time members or private sessions where you bill manually later. It's also useful for allowing clients to complete a purchase when they have partial credit, or when you're extending special payment arrangements.
Additionally, the 'Pay with Account' option functions as a ledger entry rather than a live payment transaction. This means it does not trigger external payment processors like Stripe or pull funds from a bank account or card. Despite this, the retail sale is still completed, and inventory and sales reporting are updated under the 'Account Balance' payment type.
Note: You can add or remove credits from a client's account through their profile by default. This feature does not need to be turned on in order to post a credit to a client's account.
This feature is particularly useful for managing store credit or internal account balances without involving external payment systems.
Turning on "enable pay with account"
Under "Feature Settings" toggle on "Enable Pay with account"
Click "Save changes"
How can clients purchase credit to their account
Team members/front desk can add credit to client's accounts by following the steps below:
New Sale > select the client that would like to purchase credit
Select "Account Credit" in the POS and enter the amount:
Complete payment and the credit will be added to the client's account!