Recording payments

Recording payments

Payments can be collected multiple places - when checking out an appointment, in the invoice, or in the Billing module.

To collect a payment when checking out an appointment:
  1. Click on the appointment
  2. Click on "check out" at the bottom of the form that appears
  3. Review the client's open invoices in the "invoices" field (all of the client's open or locked invoices will appear by default, but you can remove any invoice by clicking on the "x")
  4. Select the payment type
  5. Click on "check out"
For more information about checking out an appointment, please see: Checking in and checking out appointments

To collect a payment in an invoice:
  1. Navigate to the invoice
  2. Click on the "Payments" tab and select the option to create a  "New Payment"
  3. Complete the form that appears
  4. Click "Save"
To collect a payment in the Billing module:
  1. Click on "Billing" at the top of the page
  2. Click on the "Payments" tab, and select the option to create a "New Payment"
  3. Complete the form that appears.  If you wish, you can select to collect payment for multiple invoices at the same time by selecting all of the invoices you wish to pay in the "apply to" field.
  4. Click "Save"


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