Editing a client's Series balance

If you need to adjust the number of credits remaining in a client's Series (you may refer to them as Packages), you can do so directly from their client record. 

1. Navigate to your Clients and open up the record for the client.
2. Select the Credits tab.
3. Under Pre-Sold Series, select Edit next to the Series and adjust the remaining Series balance. Include a Reason for adjustment, if desired. 
   • Note: This reason is not currently stored in the application.
4. Select Save.

Series Credits can also be edited from the Pre-Sold Series report. This report will list all clients with available Series credits. To edit credits from the Pre-Sold Series report:

1. Select the Sales tab.
2. Select the Pre-Sold Series report.
3. Locate the client whose credits you wish to edit.
4. Select Edit next to the available credits and adjust the remaining Series balance. Include a Reason for adjustment, if desired. 
   • Note: This reason is not currently stored in the application.
5. Select Save.

Note: If a Series credit has already been applied to a client's future appointment, the appointment will need to be cancelled, or the service on the appointment will need to be edited to a non-prepaid service before the credit can be deleted from the client's account.