Live Access - Using deposits/credits

Live Access - Using deposits/credits

You are able to add credits to the client's account or add a deposit to the appointment screen and use that to pay an invoice.

To add a credit, go to the client card and click on Financials.
Click on Add a Credit.



Enter the amount and hit Pay.



Choose the payment method.
Cash
Check
Credit Card Stored or Manual - The client has a card stored on file or you will manually enter the number.
Credit Card Reader Terminal - The client will swipe or insert his card.
Payment Link - Sends a Text to Pay link for the client to pay.  Click here to learn more about Text to Pay.

Enter the amount.
If this is a cash payment, you must enter the amount of cash given and Kennel Connection will calculate the change due back.
Hit Process.


To add a deposit on an appointment, open the appointment and click the Deposit button.



Enter the payment amount here, choose the payment method and hit Process.



This amount is now on the client card as a credit.
To use the credit, hit Save and Pay on an invoice.



Click the box for the invoice you want to pay and the box for the deposit.
KC will calculate the new total after using the deposit.
Click Pay.



Choose the payment method.
Enter a tip if desired.
Click Process to save the receipt.

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