{"id":177073,"date":"2025-09-26T16:23:26","date_gmt":"2025-09-26T16:23:26","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/?post_type=docs&p=177073"},"modified":"2026-03-27T12:29:17","modified_gmt":"2026-03-27T12:29:17","password":"","slug":"177073","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/177073\/","title":{"rendered":"Client Accounts: Allowing Payments on Credit"},"content":{"rendered":"\n

Altegio now supports payments on credit <\/strong>via client personal accounts and their tracking. This means you can record visits paid partially or \u201con credit\u201d (deposit in debt) and see this information right in the client card, visit history, and payroll reports. This article explains how it works and how to use it.<\/p>\n\n\n\n

Where it\u2019s shown<\/strong><\/h2>\n\n\n\n

All deposits with the current balance are displayed in the client\u2019s profile under Client Accounts<\/strong>.<\/p>\n\n\n\n

Negative balances (debts) are highlighted in red, so you can immediately see whether the client has an outstanding amount and how much it is.<\/p>\n\n\n\n

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Any payment \u201con credit\u201d<\/strong> or any payment made with a negative deposit is marked in red text or with a warning icon in the visit payment section.<\/p>\n\n\n\n

How to Enable the Feature<\/h2>\n\n\n\n
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  1. To enable this feature, go to chain interface Client Accounts <\/strong>> Account Types<\/strong>. <\/li>\n<\/ol>\n\n\n\n
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    1. Either create a new account type by clicking the button in the upper right corner, or select from available account types to edit.<\/li>\n\n\n\n
    2. A modal for editing account type will open.<\/li>\n\n\n\n
    3. Edit the account type and mark for \u201cAllow payment on credit\u201d<\/strong>.<\/li>\n<\/ol>\n\n\n\n
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      1. Enter the maximum allowed negative amount (mandatory).<\/li>\n\n\n\n
      2. Save<\/strong> changes.<\/li>\n<\/ol>\n\n\n\n
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        Note<\/strong>

        Make sure the allowed negative amount matches your internal credit policy for clients.<\/p>\n<\/blockquote>\n\n\n\n


        Making a Payment <\/strong><\/h2>\n\n\n\n

        When creating a visit or checkout, choose Client\u2019s personal account<\/strong> as the payment method. If the account does not have enough funds but negative balance is allowed, Altegio will:<\/p>\n\n\n\n