Client Deposits / Client Accounts Overview

Client Diary has an easy to use but very powerful deposit / account system.

If you take payments before a Service is performed or before a Product is sold, then you should look at implementing the use of this tool in your business.

There are 5 topics covered below.  Each topic has its own document to keep things simple to follow and well organised. Please follow the links below to read up on each section.

1. Viewing the client’s current balance
2. Taking the client’s deposit
3. Using money in the client’s account to pay for a service or product
4. How to allow a client to owe you money / go into negative credit
5. Editing a client’s account balance if a mistake is made