Learning objective:

Customers who owe you money on their Account will not have their Negative Account Balance transferred from your current software provider to MINDBODY. These Negative Account Balances may need to be entered into MINDBODY manually after your conversion. The following instructions will guide you through the process of adding the balance to the customer's account and making a payment towards that balance.

Step 1: Process the Negative Balance Transfer

  1. Go to the Retail tab and search for the customer.
  2. Select the Payments/Gift Cards tab.

  1. Select Negative Balance Transfer at $0.00 from the Item Name drop down menu
  2. Add the customer’s Negative Balance in the Price box
    • Add Sales Notes to help explain the negative balance
  3. Click Add Item

  1. Select Account as the payment method

  1. Click Save No Receipt or Save Print Receipt to complete the process

  1. Notice the Account Balance with the red dollar symbol under the customer’s name

Step 2: Paying towards the Negative Balance

  1. Go to the Retail tab and search for the customer
  2. Click Receive Payments

  1. Enter the Payment Amount
  2. Click Continue

  1. Select the Payment Method

  1. Click Save No Receipt or Save Print Receipt to complete the process