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Allowing Clients to Purchase Credit

If you would like to allow clients to purchase credit to be available in their accounts as a payment option for future transactions you can do so via Sales.

To make a transaction for a client to purchase credit:

  1. Click on Sales in the menu to open a new transaction.
  2. Enter the client's name and select the location if applicable.
  3. Select Add Credit.
  4. Select Add next to General Credit.
  5. Enter the Amount of credit the client wishes to purchase then select Add Credit.
  6. Select Add Payment Method and Add the the payment method of your choosing. Select On Account only in the case that the client will not be submitting payment upfront and will owe the balance of the transaction.
  7. Select Email Receipt or Print Receipt if you would like to send a receipt, then select Finalize Transaction.