Account balance

A client's account balance is money they hold with you to spend on a booking. It used to be called store credit. It never expires.

It can come from:

• a cancellation, by choosing Credit to the client's account in the cancel dialog
• a gift card, when you Redeem it
• a credit note returned as Store credit
• you, by hand

Changing it by hand: Open the client, go to E-learning & balance and choose Adjust account balance. Add puts money on the account. Take off corrects it, and gives nothing back. Pay out gives the money back and records it as a refund. Each change needs a reason, which is kept in the balance history.

Spending it: Staff can use it to pay for a booking. Customers can spend it online if Account credit has Online switched on in Settings → Payments: Seascape emails a code to the address on their profile to confirm it's them, and they can use part of the balance and pay the rest by card.

Switching Account credit off stops new credit being added. A balance a client already has can still be spent or paid out.