Staff: How to Find a Client, Sell an Abonement, and Charge the Balance

The "Clients" section — find a client by phone, sell an abonement (top up balance), and charge the balance for a purchase.

1. Open "Clients", enter the phone number, click "Find".
2. If the client does not exist yet — you can add them right away (name is optional) and save without selling an abonement.
3. If the client is found — "Balance:" is shown right under their name.
4. To sell an abonement — choose a plan from the list (price → credited amount), choose a payment method: Cash or Non-Cash (balance is not available here — you cannot top up a balance from itself).
5. After payment — "Credited" and the new balance; optionally "Print Statement" with a history of recent operations.

If the client has not linked Telegram yet, there is a "Balance in Telegram" button on the success screen — show the client the QR code, they scan it once and can then check their balance themselves afterward without asking staff.

Charging the Balance for a Purchase #

The simplest way — right at the moment of sale (Goods, Launches, Stays, Counters): when choosing a payment method, click "Balance" and find the client right there.

Separately, without tying it to a specific sale — the "Counters" screen has a "Charge to Balance" button: find the client, choose the zone and rate (or enter an amount for "Cash Only"), confirm the charge.

What to Do If… #

…a client does not have enough balance for a purchase? The app will show how much is missing and immediately offer to top up with a suitable abonement — you can cover the shortfall and continue in one operation.

…you are looking for a client via "Charge to Balance" and they are not there? You cannot add a new client from there — first find or create them in the "Clients" section.