Want to charge your client a deposit for services? You can add an adjustment to create a bill for what you'd like to charge in advance.
Maybe this is a client who has ongoing walks, but you'd like to charge the full amount owed for an upcoming boarding stay upfront. In this case, you can add the amount that you'd like to charge upfront as an additional charge adjustment to your client's existing draft bill for ongoing walks.
To start, go to your Invoices tab and select the family that you'd like to bill. This will take you to their billing activity page.
Once you've opened their billing activity page, you can add a bill adjustment to their account by tapping the add adjustment button, which will open up a side panel on the right of your screen.
In the add adjustment side panel, the adjustment type by default will be set to additional charge, which is exactly what you need to bill in advance.
Next, simply add the deposit amount (or whatever amount you'd like to charge upfront). Make sure to include a description so your client knows what they're being charged for. Then, tap I'm done! to finish.
💡 What you input in the description field is exactly how this line item will appear to your clients on their bill, so it's helpful to include the service name and date so there's no confusion what this charge is for.
If you already have an open draft bill for other ongoing services for this client, the adjustment will be added to that draft bill.
If not, the action of adding an adjustment automatically creates a new draft bill scheduled to go out based on the billing frequency that you have set up for this client family. If you'd like to issue this bill immediately, you can choose to close out this bill early by tapping bill now.
When the prepaid appointment occurs, you will need to add a discount adjustment to give your client credit for what was already paid in advance.
You can do so by following the same instructions above to add an adjustment on the draft invoice and select discount instead of additional charge as the adjustment type and adding a description like "Prepaid Credit" or something similar.
If your client cancels the prepaid appointment, there's nothing that you need to do if your policy is to keep what they paid in advance. If you'd like to issue them credit towards future bookings, simply add a discount adjustment for the amount that you'd like to credit them. Our system will automatically apply this credit towards your client's future bills.