Salon Manager Till and Payments guide

How to Credit a Client Account from a Bill in Salon Manager

Add credit to a client account directly from an open bill by selecting Credit Account, entering the amount and confirming the transaction.


Video walkthrough: crediting a client account from a bill in the Salon Manager Till.

Quick answer

Add credit from an open client bill

Open the client’s bill in the Till, select Credit Account, enter the amount to add and click Confirm. A deposit line will then appear on the bill showing the credited amount.

Before you start

Have these details ready

Access to Salon Manager
Permission to use the till
An existing client bill open in the Till
The amount authorised for account credit

Step-by-step instructions

How to credit a client account from a bill

Follow these steps to add an authorised amount to a client account from an open bill.

1Open Salon ManagerSign in and open the main Salon Manager application.
2Go to the TillOpen the Till screen from the main navigation.
3Select the client billChoose the client’s bill from the In Salon Clients list.
4Choose Credit AccountSelect Credit Account on the right-hand side of the screen.
5Wait for the credit windowThe Credit Account window will open.
6Enter the amountType the amount you want to add to the client’s account.
7Review the amountCheck the value carefully before confirming the transaction.
8Confirm the creditClick Confirm to add the credit.
9Check the billConfirm that a new deposit line appears showing the credited amount.

Useful tips

Check the amount before confirming it

Double-check the amount before confirming the account credit.
Only add credit that has been authorised by the client.
Review the bill after confirming to make sure the deposit line appears correctly.
Use account credit when a client wants funds available for a future purchase.

Troubleshooting

Common issues and what to check

The Credit Account button is not visible

Make sure a client bill has been selected from the In Salon Clients list.

The amount is incorrect

Change the amount before clicking Confirm.

The account credit was not added

Check that an amount was entered and that Confirm was selected.

I cannot see the credited amount

Look for a new deposit line on the bill showing the amount added to the client account.

Frequently asked questions

Client account credit questions

Can I add credit to a client account from a bill?

Select the client bill, choose Credit Account, enter the amount and click Confirm.

Where is the Credit Account button?

It appears on the right-hand side of the Till screen when a client bill is selected.

What happens after I confirm the account credit?

A deposit line is added to the bill showing the credited amount.

Can I choose how much to credit?

Enter the amount you want to add to the client account before confirming.

Will the credited amount appear on the bill?

A new deposit line is added to the bill to reflect the account credit.

Offline reference

Download this guide as a PDF

Keep a printable copy for reception teams or use it during staff training.

Download PDF Guide

Last reviewed: 14 July 2026.

Other recommended guides

Update cookies preferences