When a client pays a deposit on an appointment or event, that service will appear as paid on the client’s profile. However, the client still owes the remaining balance for the appointment or event, and payments for the remaining balance must be reconciled manually.
For information about reconciling other types of unpaid visits, see Reconciling an unpaid visit.
Pay for services with deposits paid from the client’s profile
On the Top Nav Bar, click the Search
button , enter the client’s information in the box, and click the client’s name to access their client profile.On the side menu, click Attendance > Upcoming Schedule or Attendance History and select the appointment in the list.
In the Service Details column, click the appointment name, then click Go to the Store.
In the store, click Add to cart under Drop-in. The drop-in rate will represent the remaining balance for the appointment after the deposit has been paid.
Click Proceed to Checkout.
Select each payment method the client wants to use (the options are Virtual Terminal, Card Reader, Cash). If you select Gift Card, you must enter the required code, and the amount on the gift card will be entered automatically.
Click Complete.
A receipt can be printed or emailed to the client at this time. See Printed receipts and Emailed receipts.
Pay for services with deposits paid from the schedule
Click the App Drawer
button then click Schedule .Click the relevant Appointment then click Go to Store.
In the store, click Add to cart under Drop-in. The price of the Drop-in will represent the remaining balance for the appointment after the deposit has been paid.
Click Proceed to Checkout.
Select each payment method the client wants to use (the options are Virtual Terminal, Card Reader, Cash). If you select Gift Card, you must enter the required code, and the amount on the gift card will be entered automatically.
Click Complete.
A receipt can be printed or emailed to the client at this time. See Printed receipts and Emailed receipts.
Pay for services with paid deposits
On the Top Nav Bar, click the Search
button , enter the client’s information in the box, and click the client’s name to access their client profile.On the side menu, click Attendance > Upcoming Schedule or Attendance History and select the appointment in the list.
Find a session of the event in the list then in the Paid With column, click the Edit button.
Select Pay Now and click the Apply button. In the confirmation popup, click OK.
In the store, the event will appear under Products and Services. Click Add to cart under the event. The price of the item will represent the remaining balance for the event after the deposit has been paid.
Click Proceed to Checkout.
Select each payment method the client wants to use (the options are Virtual Terminal, Card Reader, Cash). If you select Gift Card, you must enter the required code, and the amount on the gift card will be entered automatically.
Click Complete.
A receipt can be printed or emailed to the client at this time. See Printed receipts and Emailed receipts.