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Client balance

The client balance is Barkway’s home for prepaid money. It gives you one clear place to hold funds that can be used on future bookings.

tip

Client balance is also great for tracking manual gift cards and other prepaid credit.

How it works​

  • One balance per client - it holds prepaid money and overpayments.
  • Overpayments roll forward automatically into the client balance.
  • Apply it when needed - use the balance to cover a deposit requirement or a remaining invoice balance.
  • Everything is logged - each credit or debit creates a balance entry for your records.

Where to find and manage the balance​

Open Clients → Edit Client and scroll to Client balance. You’ll see:

  • The current balance amount
  • A history table of credits and debits
  • An Adjust Balance action

To manually adjust a balance:

  1. Click Adjust Balance.
  2. Choose Add credit or Remove credit.
  3. Add a reason and an optional note for your records.
  4. Save.
note

You can’t reduce a balance below zero.

Using balance on a booking​

When recording a payment or deposit, you can apply the client’s balance:

  1. Open a booking.
  2. In Payments, click Record Payment.
  3. Tick Use client balance.
  4. (Optional) toggle This is a deposit payment if you’re covering a deposit.
  5. Save.

Barkway automatically caps the amount to the available balance and the remaining amount due.

What happens if a deposit booking isn’t finished?​

If you record a deposit before finishing a booking, Barkway creates a draft booking. Drafts are hidden from normal lists.

If a draft sits for too long (about 72 hours), Barkway deletes it and credits the deposit back to the client balance.

🐾 Keep a balance for regulars and your checkout stays fast and drama-free.