Recipe

Payments, pricing and profit

Leave an overpayment as credit on the client's file

There is no cash balance on a client's file. Credit means package credits, granted at no charge so nothing is taken twice.

1 min read · Owner or front desk · Running day to day
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A client who has paid more than the booking came to does not get a running balance, because Petboost does not keep one. The payment stays on their wallet with no refund under it, which is the record that the money was kept, and the credit goes on as package credit, granted at no charge.

  1. Open Customers & Pets and select Manage on the client's pet.
  2. Open the Wallet tab, then Packages.
  3. Select New and choose the package the credit should come from.
  4. Under Payment Method, choose Complimentary (no charge).
  5. Set Credits to grant, select Apply Credits to Account, then confirm with Grant Package.

Credits to grant lets you grant fewer than the whole package, so one nail trim can go on rather than ten, and the confirm button then reads Grant 1 Credit. Nothing is charged, and the credit sits there until it is redeemed on a future booking.

Check

The payment itself is under Payment & Card Activity on the Wallet tab, with no refund under it.