POINT OF SALE€¦ · the Point of Sale, click on the account button when choosing a payment type....
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HOME & MOBILE BARBER SPA CLINIC BEAUTY HAIR MULTI- SITE WALK-IN SHORTCUTS FUSION POINT OF SALE USING CLIENT ACCOUNTS
Transcript of POINT OF SALE€¦ · the Point of Sale, click on the account button when choosing a payment type....
H O M E & M O B I L E
B A R B E R
S P A
C L I N I C
B E A U T Y
H A I R
M U L T I - S I T E W A L K- I N
SHORTCUTS FUSION
POINT OF SALEUSING CLIENT ACCOUNTS
Last updated 6 October 2016
By Erin Lewis
Product: Shortcuts Fusion
Software version no: 8.0.16.1
Document version no: 1.0
Country: Australia
CONTENTSCREDITING A CLIENT’S ACCOUNT ................................................. 1
PAYING ON ACCOUNT .................................................................... 8
PAYING AN OUTSTANDING ACCOUNT ........................................... 10
ABOUT THIS DOCUMENT
Client accounts allow you to keep track of credits and debits via your Point of Sale system. This feature is particularly useful when a client wishes to pay in advance for services or products.
For example, you can take a deposit for an appointment over the phone when a client books. When they come in for their appointment and you are checking them out, you will be able to see that they have already paid for part of their service, and the remaining balance will be automatically calculated for you.
You can also use this feature to keep track of small debits as well. For example, if one of your trusted clients accidentally leaves their credit card at home, you can debit their account and they can pay the next time they visit.
In addition to this, client accounts also offer a convenient way to provide clients with store credit.
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1Click on the main menu.
2Click on the Point of Sale icon.
3Click on the clients icon.
CREDITING A CLIENT’S ACCOUNT
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4Select the relevant client.
5Click done.
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6Click on a sale line.
7Select business as the employee.
8Select account.
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9Click on the cell in the price column of the relevant sale line.
10Enter the amount the client wishes to pay.
11Click done.
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12Select the relevant payment type.
13Enter the amount to be paid using this payment type.
14Click done.
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15Click end sale. The client’s account balance will then be updated.
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AWhen a client has store credit, a green book icon will be displayed at the Point of Sale, along with their account balance.
BA green book icon will also be displayed next to the client’s name in the client list.
CThe account balance will be displayed on the client dashboard.
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B
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1Once the transaction is ready to be processed at the Point of Sale, click on the account button when choosing a payment type.
2Enter the amount to be charged against the client account.
3Click done.
4If there is any remaining balance left on the transaction, process this as usual by selecting the relevant payment type and entering the value.
PAYING ON ACCOUNT
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5Click end sale to complete the transaction.
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1Click on the main menu.
2Click on the Point of Sale icon.
3Click on the clients icon.
PAYING AN OUTSTANDING ACCOUNT
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AA red book icon will be displayed next the client’s name if they have an outstanding account.
BThe client’s account balance will be displayed on the client dashboard.
4Select the relevant client.
5Click done.
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CA red book icon and the client’s outstanding balance will also be displayed when they are selected at the Point of Sale.
6Click on a sale line.
7Select business as the employee.
8Select account.
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C
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DThe amount owing will be automatically added to the sale line.
9Select the relevant payment type.
10Enter the amount to be paid using this payment type.
11Click done.
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12Click end sale. The client’s account balance will then be updated.
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HAIR | BEAUTY | CL IN IC | SPA | BARBER | WALKIN | SCHOOL | MULTI -S ITE
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