Who it is for: Specialist
Before you start: Workspace access. Check the selected client, dates and current records before starting.
A real app screen. The names, amounts and notes in it are invented. Shown in English; Ukrainian and Russian are also available.
What to do
- 01
Find the client with a low balance or sessions on credit in Packages or Clients.
A client is running low or has sessions on credit · 1 - 02
Check transaction history and closed sessions. Make sure an incorrect outcome did not cause the debt.
A client is running low or has sessions on credit · 2 - 03
Agree on the next package. Once paid, record a top-up and check the new balance.
A client is running low or has sessions on credit · 3
Check the result
History explains the balance, and the actual payment is reflected by a top-up.
If things go differently
For an incorrect balance, check top-up history and session outcomes. After a save error, reopen the card first and check whether the transaction already appeared.
Keep in mind
Do not record money before receiving it. If a summary counter differs from the card, review the individual client history.