How to add money onto Account

This will show you how to add a deposit onto a clients account which will show on their client card and will be available to use.

Till Screen > OTC > Select Client > Add Deposit > Enter Deposit amount > Payment Type > Complete

To see how much the client has On Account Click Here

To redeem and use a Deposit Click Here

• To take a Deposit from a client, first start by selecting the Till Screen icon
  
  
• This takes you to the Till Screen, you will need to select OTC (over the counter) and also the Team Member taking the deposit.
• Now select the Add Deposit tab
  
  
• This will load a red banner along the screen, you must click on the £0.00 section - please see below image
  
  
  
  
• You will need to enter the amount of deposit you wish to take and place on the Client's Account, then select Enter

• To complete the deposit transaction, select the payment type the client is using
  
  
  
• Once the payment type is selected, complete the transaction by clicking Complete
  
  

The deposit will now be shown on the Client Card within the Accounts sub section Client Search > Search for Client > Select Client > Accounts

• To use the Deposit on Account, select Deposits from the Payment Types