How do I setup In House Credit for my customers

Modified on Mon, 03 Oct 2016 at 12:04 PM

Customers can pay for items with the use of an in house credit (the register must be set up to accept in house credit as a form of payment).  In House Credit can be set or changed on an individual basis in the client’s profile. Setting up In House Credit is a two-step process. In SalonTouch Evolution:


  1. Click Setup.

  2. Click Register on the left side.

  3. Place a check mark next to In House Credit.

  4. On the right side of this window, you can set the default number of days that an In House credit is due.

  5. Click Save when done.

To set the default in House Credit Limit when adding a new client.
  1. Click Setup.
  2. Click Options on the left side.
  3. Click the Options 3 tab.
  4. Option 35 has settings that are required when entering a new client and the default In House Credit amount.  Change the number to the default amount and all NEW client will have this number by default.
    It will NOT change the current in-house credit limit for any client.

  5. Click SAVE.

To change the In House Credit Limit of an existing client:

  1. Search and select a client that you want to change.
  2. Click on the Account tab on the left side of the client window.
  3. At the bottom left of the window, you can change the current In House Credit Limit.  You are also able to control their current In House Credit Balance and the IHC Payment Due Date.
  4. In the In House Credit Limit type in the default dollar amount you want for that customer.

  5. Click Save when done.

Customers will now be able to purchase items using their In House Credit account and also to make In House Credit Payments in the salon.

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