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Pull up the client by using the Search field. On the right-hand side, click Payments/Gift Cards. Select the account payment option in the dropdown menu. Type the balance amount that the client would like to pay off in the Price field. Click outside of the Price field.
Depending on your business's policies, clients can purchase account credit ahead of time and use it on a future visit, or accrue a negative account balance and pay it off at a later date. You're free to use just one of these options, or both together—the choice is entirely up to you.
You will need to create an Account payment option that can be used to remove the positive balance: We recommend naming it something like "Account adjustment." Leave the "Force price and credit fields to match in Business Mode" option unchecked while creating the account payment.
The Wallet screen on the Mindbody Marketplace (web) manages your payment methods for purchasing classes, appointments, and contracts. In addition, if your account includes family members, you can also manage payment methods for your dependents on this screen.
The Wallet screen in the Mindbody Marketplace (app) is used to manage your methods of payment for purchasing classes, appointments, and contracts directly from your smartphone. In addition, if your account includes family members, you can also manage payment methods for your dependents on this screen.
Login to the branded mobile app. Tap Profile on the menu bar. Select Wallet towards the top right. Your account balance is displayed at the top of this screen. You can review transactions for your account balance by logging in to consumer mode and reviewing the Account Information section.
Learn how to create statements (also known as account balance statements or invoice statements) directly from your MINDBODY software.
