Client Deposits / Client Accounts – Viewing the Client’s Balance

This document shows three different and easy ways to view the current balance for your client’s account.

From the Calendar

  • Select the Calendar menu
  • Click on the Client’s Appointment.
  • In the slide out menu, select the Client tab.  The balance is shown here.

From POS

  • When at the POS screen look in the status box on the right, the client’s current balance is shown here.

From their Client Overview

  • Head to the Clients menu
  • Select or search the client’s name
  • The client’s account balance is shown here.