Understanding Deposits, Credits/Prepayments, and Credit Balances

Deposits, credits, and credit balances are all forms of money held on a client's account, but they serve different purposes. Understanding the difference helps ensure payments are applied correctly and makes it easier to answer client questions about available funds.

Deposits

A deposit is money collected toward a future appointment.

Deposits are created by:

• An Online Reservation when a deposit is required.
• Opening an appointment in Kennel Connection and clicking Deposit to collect one manually.
  
  

🚨 IMPORTANT NOTE: In Kennel Connection, deposits, credits and prepayments do not tie directly to any specific appointment and can be used at any time for any invoice.

💡 QUICK TIP: When taking a deposit, add an Invoice Warning to the client account as a reminder that the deposit for X dollar amount is only to be used for appointment on Y date.

Credits / Prepayments

A Credit or Prepayment is money added directly to a client's account for future use.

To add a credit:

1. Open the Client Card.
2. Click the Financials tab.
3. Select Add a Credit.
4. Enter the Credit Amount.
5. Click Pay.
6. Choose your Payment Method and Process.

The credit can then be applied toward future invoices for that client.

Credit Balance

A client's Credit Balance represents any available credit on their account, regardless of how it was created.

A credit balance may include:

• Deposits
• Credits
• Prepayments
• Overpayments
• Refunds kept as a credit
• Gift Cards or Gift Certificates

📝 NOTE: A client's Credit Balance is the total of all available credits on the account, not just funds added using Add a Credit.

Common Use Cases

• Collecting deposits for future appointments.
• Adding prepaid funds to a client's account.
• Applying refunds as future credit instead of issuing money back.
• Checking the total available credit before collecting payment.