Deposits & Credits
Deposits and credits hold value on a customer’s account. Both can reduce the balance of a sale, but they enter the account in different ways.
Deposits
Section titled “Deposits”A deposit is value the customer paid for in advance. It can be attached to an appointment or left floating on the customer’s account. Creating a deposit requires a payment.
In-store credits
Section titled “In-store credits”An in-store credit is value issued by the studio. Credits can be created directly, issued during a refund, or created by the referral program.
Reward credits
Section titled “Reward credits”A reward credit is created automatically when the customer reaches the configured points threshold. It cannot be created manually.
Balance and history
Section titled “Balance and history”The original amount is the starting balance. Every later change is recorded as a history item, including funds applied to a sale, funds removed, a forfeiture, a refund, or a tip.
Do not edit the original amount to correct the current balance. Add the appropriate history item so the reason and amount remain visible.
An expiration date makes the available balance $0 after that date. The Deposits & Credits report shows the balance that expired.
Deposit policy and agreement
Section titled “Deposit policy and agreement”The Deposit Policy is printed on the deposit receipt. Edit the custom text whose key is DEPOSIT_POLICY under Configuration > Custom Texts.
Sign Deposit Agreement captures the customer’s signature and stores it with the deposit. The agreement screen uses the custom text whose key is SIGNATURE_PAD_DEPOSIT_AGREEMENT.
If that custom text is empty, REV23 Desktop skips the agreement screen and goes directly to signature capture. This lets you collect a signature without presenting a separate acknowledgement on the pad.
Backdate a deposit or credit
Section titled “Backdate a deposit or credit”You can set Date/Time while creating the record. Changing it after the record has been saved requires a role with Can Backdate. The permission changes the date only; the balance must still be changed through history.
Backdating changes the reports and business period that contain the deposit or credit. Verify the affected reports after the correction.