---
title: How to use client accounts
description: "### **Video Tutorial** [How to take a deposit or keep track of an amount owing (client accounts)](https://www.youtube.com/embed/yQUNJhMFwmo?feature=oembed)   ### How to enable the accounts feature 1. Go to **Setup.** 2. Click **System Setup.** ![](http://salon-software.com/wp-content/uploads/setup-system-setup.png) 3. Under the **Defaults tab**, click…"
url: "https://salon-software.com/kb/account-system/"
updated: "2021-07-09"
category: Sales
tags:
  - balance
  - deposit
  - "pre-pay"
---

# How to use client accounts

### **Video Tutorial**

[How to take a deposit or keep track of an amount owing (client accounts)](https://www.youtube.com/embed/yQUNJhMFwmo?feature=oembed)

 

### How to enable the accounts feature

1. Go to **Setup.**
2. Click **System Setup.**
    ![](http://salon-software.com/wp-content/uploads/setup-system-setup.png)
3. Under the **Defaults tab**, click **Client Accounts.
    ![](http://salon-software.com/wp-content/uploads/client-accounts.png)**
4. Click **Edit**, then **Enable Client Accounts** and adjust any options that apply.
    ![](http://salon-software.com/wp-content/uploads/client-accounts2.png)
   - **When Adding a New Client Automatically Enable Accounts** - Turns on accounts for any client you add to the system in the future.
   - **Maximum Account Balance** - Sets the default account max per client.
   - **I want to...** allows you to enable or disable the account feature for all of your clients at once.
      ![](http://salon-software.com/wp-content/uploads/accounts-i-want-to-.png)
   - **Account Balance Popup** - Allows you to pick when Insight informs you that clients have an amount on their account.
      ![](http://salon-software.com/wp-content/uploads/accounts-dropdown-.png)
   - **Account Balance Options** - Lets you choose when the pop up happens.

 

### **How to make a deposit/payment to a client account**

**Note:**The account option needs to be enabled for the client in their client file under **Clients Screen > Details Tab** before this can be done.
 ![](http://salon-software.com/wp-content/uploads/client-account-info-600x219.png)

1. Click on the **Sales** button (May be under **More...**)
    ![](https://cdn.filestackcontent.com/GRjEQ0y0RQ6ZOqeP5mEb)
2. **Select the client** you want to make the payment for from the left side.
3. Once the client is showing as the Paying Client, click **Actions**.
4. Click **Account Payment**.
    ![](https://cdn.filestackcontent.com/0L1Mpz77S7mb3WxI2poZ)
5. Click the **Make an Account Payment** button.
6. **Enter the amount** the client will be paying.
7. Click **Add**.
8. Click **Finish** and select the payment method.
9. Click **Finish** again.

 

### **How to use an account balance/deposit to pay for something**

1. Go to the **Sales** Screen or click **Go To Invoice** when finishing a booked appointment.
2. Pick the **Client** (if required).
3. Pick the **Service or Product** (if required).
4. Click the **Payment** button.
5. Click **Other** and choose **Account**.
    ![](http://salon-software.com/wp-content/uploads/account-other.png)
6. **Enter the amount** and click **Add**.
7. **Finish** it like any other invoice.

**Note:** **If the Account option is missing**, it's possibly disabled under **Setup > System Setup > Defaults tab > Sales**. There is a section in that area where accepted pay types are set.