To enable account balance payments for a client in Salon Manager, open the client’s record card, click Edit Client at the bottom left, scroll to Settings & switches, turn on Can pay by account sales, then click Update Client. This allows the client to pay using their account balance.
Access to Salon Manager
Permission to view and edit client records
The correct client record open
Confirmation that the client should be allowed to pay using their account balance
Awareness that enabling this may allow the client to go into debt on their account
Open Salon Manager.
Find the client you want to update.
Open the client’s record card.
Click Edit Client at the bottom left.
The client settings page will open.
Scroll down to the Settings & switches section.
Find the Can pay by account sales option.
Toggle the setting on.
Review the setting to make sure it has been enabled for the correct client.
Click Update Client at the bottom right.
The client will now be able to pay via their account balance.
Make sure you have opened the correct client before changing this setting.
Only enable account balance payments for clients who are allowed to use this payment method.
Remember that this setting may allow the client to build up a debt on their account.
Always click Update Client after changing the setting, otherwise it may not be saved.
The Edit Client button is not visible
Make sure you have opened the client’s record card. The Edit Client button appears at the bottom left.
The account balance payment option is not visible
Scroll down to the Settings & switches section on the client settings page and look for Can pay by account sales.
The setting did not save
Make sure you clicked Update Client at the bottom right after turning the setting on.
The client still cannot pay by account balance
Open the client record again, check that Can pay by account sales is switched on, then click Update Client.
Can I allow a client to pay using their account balance?
Yes. Open the client’s record card, click Edit Client, turn on Can pay by account sales, then click Update Client.
Where is the account balance payment setting?
It is in the Settings & switches section on the client settings page.
What does this setting do?
It allows the client to pay via their account balance in Salon Manager.
Can enabling this let a client go into debt?
Yes. The guide notes that enabling this setting means the client can potentially go into debt.
Do I need to save the change?
Yes. Click Update Client at the bottom right to save the setting.
You can also download the PDF version of this guide for offline reference.
