Requirements - A Master Admin or staff type with the following permissions:  

• Point Of Sale (POS): Can access POS terminals

• If you have a Full POS Terminal (receipt printer and cash drawer) you will need to grant your staff access to this terminal. (Setup > Sales > POS Terminals > select the POS terminal > POS Users.)
• In the POS setup you will need the option Automatically Pull In Client Invoices To Register selected (Setup > Sales > POS Terminals > Select the POS terminal > toggle Automatically Pull In Client Invoices To Register to yes.) 

Selecting Client In POS

To access this screen click on Main > POS. Access the desired terminal. Click To Lookup A Person and select the desired client.

Start Checkout

Selecting the client will pull in currently due invoices or you may select a product or future invoice to add to the sale. Verify the invoice is correct and then click on the CHECKOUT button.

Complete The Sale

Clicking the CHECKOUT button will advance you the checkout screen. Select the employee you wish to assign the sale to. Select and enter your desired payment method(s). If the customer had credit balance on their account, it will automatically populate here for you to view amount and the red X if you prefer to remove it. Click the button COMPLETE THIS SALE to complete the purchase. 

Frequently Asked Questions

Can a member use Client Credit Balance at any location?

• No, Client Credit Balance can only be used at the member's home location.

Can Client Credit Balance be used towards a membership payment?

• Yes, but the invoice will need to be manually added to the POS for the Client Credit Balance to be applied towards the payment.