Topic
Checkout & payments
Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.
Contents
Articles
19Take a paymentRing up a visit or a walk-in, add a tip, take the money and hand over the receipt, all in one checkout.Tips and tip splitsAdd the tip a client leaves at checkout, divide it between the providers who did the work, and see where it shows up afterwards.Deposits, cancellation and no-show feesWhat a client is asked for at booking, how a deposit comes off the bill, and how to charge a late-cancellation or no-show fee.Refunds and the cash drawerRefund a whole sale, chosen items or an amount, see what a refund reverses, and open, count, close and correct the cash drawer.Undo a sale that took no moneyUndo a sale paid only with package sessions, membership credits or points, so the client gets them back and the sale is voided.Sell a product at the POSAdd retail products to a sale by searching, scanning a barcode or tapping a favourite, and know when stock comes off the shelf.Apply a discount or deal at checkoutTake money off a sale or a single item with a deal, a promo code or a manual discount, and remove one that shouldn't be there.Redeem a gift card, package, or membership at checkoutPay a sale with a gift card, a prepaid package session, a membership credit or balance, or account credit, and see what each one can't cover.Sell a membership or package used at another locationChoose which locations a membership or package can be used at, and sell one at a location where it can't be used.Respond to a card disputeWhat happens when a client disputes a card charge with their bank, where to find it, how to answer before the deadline, and what it costs.Sort out payments that need attentionWork through Needs attention, the list of payments that need a person, from failed refunds and undecided deposits to past-due memberships.Split a sale across payment methods, or leave a balance dueTake part of a sale on one method and the rest on another, or save the sale as unpaid and collect the balance later.Send a pay-by-link so the client pays on their phoneText or email a secure link so the client pays on their own phone, adds a tip if they like, and the sale closes itself at the till.Save a client's card on file with the secure linkSend the client a secure link to add their own card, then charge it as Card on file at checkout. Staff never see or type card numbers.Create and send a quotePrice up to six options that mix services, combos, packages, memberships and products, text or email the estimate, and let the client book or buy the option they choose.Find a past sale and resend a receiptFind any sale by date, status or client, reopen one that's unpaid, and email or print its receipt.Handle an online store orderWork through orders from your online shop. Mark pickups ready and collected, mark shipments shipped and delivered, and cancel or refund an order.How taxes apply at checkoutWhere each line's tax comes from, how discounts change it, and how tax shows at the till and on the receipt.Card surcharges, cash discounts, and service chargesPass card costs on with a credit-card surcharge or a cash discount, add a service charge to a sale, and see how each shows on the receipt.
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