[{"data":1,"prerenderedAt":3737},["ShallowReactive",2],{"help:\u002Fhelp\u002Fcheckout":3,"help-all-categories":4,"help-cat-articles:\u002Fhelp\u002Fcheckout":128,"help-related:\u002Fhelp\u002Fcheckout":3736},null,[5,17,27,37,47,57,67,77,87,97,107,118],{"id":6,"title":7,"audience":8,"description":9,"extension":10,"icon":11,"meta":12,"order":13,"slug":14,"stem":15,"__hash__":16},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","clinic","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":18,"title":19,"audience":8,"description":20,"extension":10,"icon":21,"meta":22,"order":23,"slug":24,"stem":25,"__hash__":26},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},2,"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":28,"title":29,"audience":8,"description":30,"extension":10,"icon":31,"meta":32,"order":33,"slug":34,"stem":35,"__hash__":36},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},3,"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":38,"title":39,"audience":8,"description":40,"extension":10,"icon":41,"meta":42,"order":43,"slug":44,"stem":45,"__hash__":46},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":48,"title":49,"audience":8,"description":50,"extension":10,"icon":51,"meta":52,"order":53,"slug":54,"stem":55,"__hash__":56},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":58,"title":59,"audience":8,"description":60,"extension":10,"icon":61,"meta":62,"order":63,"slug":64,"stem":65,"__hash__":66},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":68,"title":69,"audience":8,"description":70,"extension":10,"icon":71,"meta":72,"order":73,"slug":74,"stem":75,"__hash__":76},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":78,"title":79,"audience":8,"description":80,"extension":10,"icon":81,"meta":82,"order":83,"slug":84,"stem":85,"__hash__":86},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":88,"title":89,"audience":8,"description":90,"extension":10,"icon":91,"meta":92,"order":93,"slug":94,"stem":95,"__hash__":96},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":98,"title":99,"audience":8,"description":100,"extension":10,"icon":101,"meta":102,"order":103,"slug":104,"stem":105,"__hash__":106},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":108,"title":109,"audience":110,"description":111,"extension":10,"icon":112,"meta":113,"order":114,"slug":115,"stem":116,"__hash__":117},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":119,"title":120,"audience":110,"description":121,"extension":10,"icon":122,"meta":123,"order":124,"slug":125,"stem":126,"__hash__":127},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[129,435,650,982,1197,1425,1667,1938,2148,2364,2578,2836,3101,3319,3495],{"id":130,"title":131,"audience":8,"body":132,"category":34,"description":419,"draft":420,"extension":421,"icon":422,"keywords":423,"meta":424,"navigation":425,"order":103,"path":426,"related":427,"seo":431,"stem":432,"updatedAt":433,"__hash__":434},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md","Take a payment",{"type":133,"value":134,"toc":408},"minimark",[135,144,149,152,165,175,179,182,185,188,208,214,218,221,331,345,349,352,355,358,361,367,370,374,377,381,391,395,398],[136,137,138,139,143],"p",{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[140,141,142],"strong",{},"Cart → Tip → Payment",".",[145,146,148],"h2",{"id":147},"start-a-sale","Start a sale",[136,150,151],{},"Two ways in:",[153,154,155,162],"ul",{},[156,157,158,161],"li",{},[140,159,160],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[156,163,164],{},"From a completed appointment — open the appointment and check out. The services, provider and client come across already attached, which is what you want almost every time.",[136,166,167,168,171,172,143],{},"An open sale can be left and picked up later: ",[140,169,170],{},"Save as draft"," parks it, and you resume it from ",[140,173,174],{},"POS",[145,176,178],{"id":177},"build-the-cart","Build the cart",[136,180,181],{},"Add lines from the item picker: services, products, memberships, packages, gift cards. Quantities, taxes and any per-service tax override are calculated as you add.",[136,183,184],{},"Attach a client if one isn't already attached. You can complete a walk-in sale without a client, but you lose loyalty points, package and membership redemption, receipts by email, and the sale's place in that person's history.",[136,186,187],{},"From the sale menu you can also:",[153,189,190,196,202],{},[156,191,192,195],{},[140,193,194],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[156,197,198,201],{},[140,199,200],{},"Add service charge"," — an auto-gratuity or surcharge line, if your business uses them.",[156,203,204,207],{},[140,205,206],{},"Add a sale note"," — internal, kept with the sale.",[209,210,211],"warning",{},[136,212,213],{},"If a service on the cart requires a signed clinical form and it isn't signed, checkout is blocked. Send and complete the form first — the message names which one.",[145,215,217],{"id":216},"choose-a-tender","Choose a tender",[136,219,220],{},"Only the tenders that can actually settle this sale are offered:",[222,223,224,237],"table",{},[225,226,227],"thead",{},[228,229,230,234],"tr",{},[231,232,233],"th",{},"Tender",[231,235,236],{},"What it is",[238,239,240,251,261,271,281,291,301,311,321],"tbody",{},[228,241,242,248],{},[243,244,245],"td",{},[140,246,247],{},"Card on file",[243,249,250],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[228,252,253,258],{},[243,254,255],{},[140,256,257],{},"External terminal",[243,259,260],{},"The client tapped or inserted on your standalone card machine. Record it here with an optional last-4 and terminal reference so the sale ties to the terminal receipt.",[228,262,263,268],{},[243,264,265],{},[140,266,267],{},"Cash",[243,269,270],{},"Enter what they handed over; change due is calculated for you.",[228,272,273,278],{},[243,274,275],{},[140,276,277],{},"Check",[243,279,280],{},"Recorded like cash.",[228,282,283,288],{},[243,284,285],{},[140,286,287],{},"Gift card",[243,289,290],{},"Enter the code. The card's balance is applied, capped at the balance.",[228,292,293,298],{},[243,294,295],{},[140,296,297],{},"Membership balance",[243,299,300],{},"Spend down an account-balance membership's wallet.",[228,302,303,308],{},[243,304,305],{},[140,306,307],{},"Package",[243,309,310],{},"Redeem a prepaid session against an eligible service line.",[228,312,313,318],{},[243,314,315],{},[140,316,317],{},"Membership",[243,319,320],{},"Redeem an included session from a service-credit membership.",[228,322,323,328],{},[243,324,325],{},[140,326,327],{},"Self checkout",[243,329,330],{},"Text or email a secure link — the client enters their own card on your branded page.",[332,333,334],"note",{},[136,335,336,337,340,341,344],{},"A cart that ",[140,338,339],{},"sells"," a gift card can't be ",[140,342,343],{},"paid with"," a gift card. Redeeming one card to buy another moves balance with no audit trail, so that tender is removed from the list.",[145,346,348],{"id":347},"splitting-across-tenders","Splitting across tenders",[136,350,351],{},"If a tender doesn't cover the balance, the remainder stays on the sale and you pick the next method. Repeat until it's settled.",[136,353,354],{},"Quick presets offer the full balance, a half, and a third; rounding lands on the first tender so you never end on a stray cent.",[136,356,357],{},"Package, membership and membership-balance are credit tenders — they cover the bill, not the gratuity. A tip on those sales is settled by a following card or cash tender, so a client can still tip on a fully-redeemed visit.",[145,359,327],{"id":360},"self-checkout",[136,362,363,364,366],{},"Choose ",[140,365,327],{},", enter their mobile or email, and send. They open the link, enter their card on your branded page, and the sale closes itself here — you never see or type their card number. The screen updates on its own; there's nothing to refresh.",[136,368,369],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[145,371,373],{"id":372},"card-surcharges","Card surcharges",[136,375,376],{},"If your business passes card processing costs on, the surcharge is shown before you charge, not after. For a card on file, Owneli knows whether it's credit or debit and only surcharges where your rules say so. For an external terminal the funding type is unknown, so the surcharge is applied by default and you can waive it for a debit card.",[145,378,380],{"id":379},"when-the-client-cant-pay-today","When the client can't pay today",[136,382,383,386,387,390],{},[140,384,385],{},"Save as unpaid"," completes the sale and leaves the balance owing. The sale shows as ",[140,388,389],{},"Completed · balance due",", and you collect the balance later from the same sale.",[145,392,394],{"id":393},"close-out","Close out",[136,396,397],{},"Confirm the payment. The receipt is ready to view, email, or resend, and a rebooking prompt appears so you can put the next visit in the diary before they leave.",[399,400,401],"tip",{},[136,402,403,404,407],{},"Cancelling a sale voids the cart and its lines. It does ",[140,405,406],{},"not"," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":409,"searchDepth":23,"depth":23,"links":410},"",[411,412,413,414,415,416,417,418],{"id":147,"depth":23,"text":148},{"id":177,"depth":23,"text":178},{"id":216,"depth":23,"text":217},{"id":347,"depth":23,"text":348},{"id":360,"depth":23,"text":327},{"id":372,"depth":23,"text":373},{"id":379,"depth":23,"text":380},{"id":393,"depth":23,"text":394},"Build a cart, apply a discount, pick a tender, split across several — and what to do when the client can't pay today.",false,"md","i-lucide-receipt",[],{},true,"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",[428,429,430],"\u002Fhelp\u002Fcheckout\u002Ftips","\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":131,"description":419},"help\u002Fcheckout\u002Ftake-a-payment","2026-07-26","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",{"id":436,"title":437,"audience":8,"body":438,"category":34,"description":641,"draft":420,"extension":421,"icon":642,"keywords":643,"meta":644,"navigation":425,"order":114,"path":428,"related":645,"seo":647,"stem":648,"updatedAt":433,"__hash__":649},"help\u002Fhelp\u002Fcheckout\u002Ftips.md","Tips and tip splits",{"type":133,"value":439,"toc":631},[440,446,450,455,509,514,518,525,551,556,563,569,573,579,591,595,601,605,608,612,626],[136,441,442,443,445],{},"Tipping is the middle step of checkout: ",[140,444,142],{},". The client is offered the option; nothing is ever added on their behalf.",[145,447,449],{"id":448},"configure-the-prompt","Configure the prompt",[136,451,452],{},[140,453,454],{},"Settings → Payments → Tips",[222,456,457,467],{},[225,458,459],{},[228,460,461,464],{},[231,462,463],{},"Setting",[231,465,466],{},"What it does",[238,468,469,479,489,499],{},[228,470,471,476],{},[243,472,473],{},[140,474,475],{},"Allow tips",[243,477,478],{},"Shows the tip step at checkout. It only offers the choice — it never adds a charge.",[228,480,481,486],{},[243,482,483],{},[140,484,485],{},"Suggested amounts",[243,487,488],{},"The percentages offered as quick buttons. Add, edit or remove them. None is pre-selected, and the client can always type a custom amount or leave nothing.",[228,490,491,496],{},[243,492,493],{},[140,494,495],{},"Suggested amount is based on",[243,497,498],{},"Subtotal before tax, or total after tax. This only changes the arithmetic behind the suggestions.",[228,500,501,506],{},[243,502,503],{},[140,504,505],{},"Include retail products",[243,507,508],{},"Whether products count toward the suggested amount, or only services do.",[332,510,511],{},[136,512,513],{},"There is no automatic, default or mandatory tip anywhere in Owneli. Turning tips on shows the option; the client decides.",[145,515,517],{"id":516},"splitting-between-providers","Splitting between providers",[136,519,520,521,524],{},"When more than one team member worked the visit, the tip has to be divided. Pick the default under ",[140,522,523],{},"Default split between providers",":",[153,526,527,533,539,545],{},[156,528,529,532],{},[140,530,531],{},"By effort (time)"," — proportional to the scheduled minutes each provider worked. Longer effort earns a larger share regardless of service price. This is the recommended default.",[156,534,535,538],{},[140,536,537],{},"By service value"," — proportional to the price of the services each provider performed.",[156,540,541,544],{},[140,542,543],{},"Equal"," — split evenly between everyone on the visit.",[156,546,547,550],{},[140,548,549],{},"Primary provider only"," — the whole tip goes to the appointment's main provider.",[552,553,555],"h3",{"id":554},"adjusting-the-split-at-the-till","Adjusting the split at the till",[136,557,558,559,562],{},"On an appointment sale with more than one provider, the cashier can open ",[140,560,561],{},"Split tip between providers"," and move the amounts by hand. The panel shows each provider, the minutes they worked, and how much is still unassigned — you can only save a split that balances to the full tip.",[136,564,565,566,568],{},"An edited split is saved before the payment closes the sale, so your override wins over the automatic allocation. If saving the split fails for any reason it does ",[140,567,406],{}," block the sale — the automatic split runs as a safety net.",[145,570,572],{"id":571},"sales-with-no-provider","Sales with no provider",[136,574,575,576,524],{},"A retail-only or walk-in sale isn't linked to a provider. Choose who earns those tips under ",[140,577,578],{},"Tips with no service provider",[153,580,581,586],{},[156,582,583],{},[140,584,585],{},"The cashier who rang the sale",[156,587,588],{},[140,589,590],{},"A shared house \u002F unassigned pool",[145,592,594],{"id":593},"tipping-out-support-staff","Tipping out support staff",[136,596,597,600],{},[140,598,599],{},"Tip out to support staff"," redirects a percentage of each provider's tip into a shared support pool. It re-divides money the client already left; it never adds a charge to the sale.",[145,602,604],{"id":603},"tips-and-credit-tenders","Tips and credit tenders",[136,606,607],{},"Package, membership and membership-balance tenders cover the bill, not the gratuity. When a visit is fully redeemed against one of those, the tip stays as its own line and is settled by a following card or cash tender — so a client on a package can still tip.",[145,609,611],{"id":610},"where-the-money-shows-up","Where the money shows up",[153,613,614,620],{},[156,615,616,619],{},[140,617,618],{},"Growth → Reports → Tips"," — tips by provider and by period, split cash versus card",[156,621,622,625],{},[140,623,624],{},"Growth → Reports → Payroll"," — tips alongside hours for the pay run",[399,627,628],{},[136,629,630],{},"Cash tips are usually already in the provider's pocket at the drawer; card tips are typically owed in the payroll run. The payroll report separates the two so you don't pay a cash tip twice.",{"title":409,"searchDepth":23,"depth":23,"links":632},[633,634,637,638,639,640],{"id":448,"depth":23,"text":449},{"id":516,"depth":23,"text":517,"children":635},[636],{"id":554,"depth":33,"text":555},{"id":571,"depth":23,"text":572},{"id":593,"depth":23,"text":594},{"id":603,"depth":23,"text":604},{"id":610,"depth":23,"text":611},"How the tip prompt is configured, how a tip is divided between providers, and where the money shows up afterwards.","i-lucide-hand-coins",[],{},[426,646],"\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off",{"title":437,"description":641},"help\u002Fcheckout\u002Ftips","6oZfnJEMbDq5vi1XUOZ-PLbOQkHE7QJ3qMadaewMiH0",{"id":651,"title":652,"audience":8,"body":653,"category":34,"description":971,"draft":420,"extension":421,"icon":972,"keywords":973,"meta":974,"navigation":425,"order":975,"path":976,"related":977,"seo":979,"stem":980,"updatedAt":433,"__hash__":981},"help\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees.md","Deposits, cancellation and no-show fees",{"type":133,"value":654,"toc":951},[655,658,663,667,670,713,725,729,740,744,751,755,758,768,774,778,781,785,794,800,804,807,845,849,856,862,870,874,877,895,905,909,912,916,923,927],[136,656,657],{},"This is the most consequential set of settings in the app: it decides whether a client is asked for money before they've been seen, and whether you can charge them when they don't turn up. It's worth reading in full before you turn any of it on.",[136,659,660],{},[140,661,662],{},"Settings → Payments → Payment policy",[145,664,666],{"id":665},"the-three-modes","The three modes",[136,668,669],{},"Everything starts with one choice.",[222,671,672,682],{},[225,673,674],{},[228,675,676,679],{},[231,677,678],{},"Mode",[231,680,681],{},"What happens at booking",[238,683,684,694,703],{},[228,685,686,691],{},[243,687,688],{},[140,689,690],{},"No policy",[243,692,693],{},"Nothing is asked for. No card, no deposit.",[228,695,696,700],{},[243,697,698],{},[140,699,247],{},[243,701,702],{},"A card is required to book. The client is not charged at booking.",[228,704,705,710],{},[243,706,707],{},[140,708,709],{},"Deposit",[243,711,712],{},"A deposit is required to book, and it's taken at booking.",[714,715,716],"caution",{},[136,717,718,719,721,722,724],{},"Under ",[140,720,690],{}," you cannot charge a late-cancellation or no-show fee — there is no card to charge. Enabling a fee while the mode is ",[140,723,690],{}," does nothing. The booking screen won't even disclose the fee, because it can never be collected.",[145,726,728],{"id":727},"sizing-the-deposit","Sizing the deposit",[136,730,731,732,735,736,739],{},"A deposit is either a ",[140,733,734],{},"percentage"," of the visit or a ",[140,737,738],{},"fixed amount",". A percentage of an $800 course is a very different number from a percentage of a $40 add-on, so pick deliberately.",[552,741,743],{"id":742},"across-a-multi-service-visit","Across a multi-service visit",[136,745,746,747,750],{},"When a visit has several services, all the services without their own override are pooled and the deposit is sized ",[140,748,749],{},"once"," against that pooled subtotal. So a fixed $25 deposit charges $25 for the visit, not $25 per service; a 20% deposit applies to the whole pool.",[145,752,754],{"id":753},"cancellation-and-no-show-fees","Cancellation and no-show fees",[136,756,757],{},"Both can be a percentage of the visit or a fixed amount, and each is switched on independently.",[136,759,760,763,764,767],{},[140,761,762],{},"Late cancellation"," also has a ",[140,765,766],{},"window",", in hours. Cancel earlier than the window and it's free. Cancel inside the window and the fee applies.",[136,769,770,773],{},[140,771,772],{},"No-show"," has no window — it applies when the appointment is marked as a no-show.",[145,775,777],{"id":776},"the-minimum-appointment-value","The minimum appointment value",[136,779,780],{},"Set a minimum and the card \u002F deposit requirement only applies to bookings above it. A $15 brow tidy books with nothing; a $300 course requires the deposit. The disclosure the client sees reflects this — \"applies to appointments over $150\".",[145,782,784],{"id":783},"escalation","Escalation",[136,786,787,788,790,791,793],{},"Optionally, a booking whose total crosses a threshold can be forced to take a deposit even when your normal mode is ",[140,789,690],{}," or ",[140,792,247],{},". Set the threshold and, if you want, a different sizing for the escalated deposit.",[136,795,796,797,799],{},"Escalation is skipped entirely when your mode is already ",[140,798,709],{},", and it never produces a deposit step with nothing due.",[145,801,803],{"id":802},"overrides","Overrides",[136,805,806],{},"Policy is resolved in this order, most specific first:",[808,809,810,814,822,826,829,833,836,840],"steps",{},[552,811,813],{"id":812},"the-individual-booking","The individual booking",[136,815,816,817,143],{},"Whoever takes the booking can override the terms for that one appointment. See ",[818,819,821],"a",{"href":820},"\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment","Book an appointment",[552,823,825],{"id":824},"the-service","The service",[136,827,828],{},"A single service can carry its own policy — \"the laser course always takes a deposit, everything else doesn't\". Set it on the service.",[552,830,832],{"id":831},"the-location","The location",[136,834,835],{},"A location can replace the business policy entirely. It's a whole-policy override, not a per-field merge — the mode and the fee rules are interdependent, so a location either uses its own or inherits the business one.",[552,837,839],{"id":838},"the-business","The business",[136,841,842,843,143],{},"Your default, under ",[140,844,662],{},[552,846,848],{"id":847},"how-overrides-combine-on-one-visit","How overrides combine on one visit",[136,850,851,852,855],{},"When services on one visit disagree, ",[140,853,854],{},"the strictest requirement wins for the visit",": no policy \u003C card on file \u003C deposit. One service that requires a deposit pulls the whole visit into a single deposit step.",[136,857,858,859,861],{},"A service explicitly set to ",[140,860,690],{}," weakens only its own line. It won't rescue the visit if another service still requires a card.",[209,863,864],{},[136,865,866,867,869],{},"Explicit per-service overrides are treated as deliberate configuration and are ",[140,868,406],{}," subject to the minimum-appointment-value threshold. If you set a service to require a deposit, it requires one at any price.",[145,871,873],{"id":872},"charging-a-fee-in-practice","Charging a fee in practice",[136,875,876],{},"The two paths behave differently, on purpose.",[153,878,879,885],{},[156,880,881,884],{},[140,882,883],{},"The client cancels themselves"," through their own booking link — the policy is applied automatically. The window is checked, the fee resolved, the card charged.",[156,886,887,890,891,894],{},[140,888,889],{},"The front desk cancels or marks a no-show"," — the fee is ",[140,892,893],{},"off by default",". You see the resolved amount and confirm it explicitly. Clinics usually waive when they're the ones cancelling, or when a regular calls in.",[136,896,897,898,790,901,904],{},"If a deposit was captured, you also choose whether to ",[140,899,900],{},"refund",[140,902,903],{},"forfeit"," it. A forfeited deposit is credited against the fee, so the same cancellation is never penalised twice. Every outcome writes a payment record and an audit entry.",[145,906,908],{"id":907},"what-the-client-is-told","What the client is told",[136,910,911],{},"At booking, the client sees a plain-language summary generated from your settings — the deposit required, the free-cancellation window, and the fee amounts. It's also on their manage-booking page. You don't have to write or maintain that copy; changing the policy changes what they're shown.",[145,913,915],{"id":914},"prerequisites","Prerequisites",[136,917,918,919,922],{},"Deposits and fees need a connected payment processor — ",[140,920,921],{},"Settings → Payments",". Without it there's nothing to capture a card with.",[145,924,926],{"id":925},"reporting","Reporting",[153,928,929,935,941],{},[156,930,931,934],{},[140,932,933],{},"Growth → Reports → Cancellation fees"," — every fee charged, and the appointment behind it",[156,936,937,940],{},[140,938,939],{},"Growth → Reports → No-shows"," — no-show rate by client, service and provider",[156,942,943,946,947,950],{},[140,944,945],{},"Growth → Reports → Prepayments"," and ",[140,948,949],{},"Deferred revenue"," — money taken for work not yet done",{"title":409,"searchDepth":23,"depth":23,"links":952},[953,954,957,958,959,960,967,968,969,970],{"id":665,"depth":23,"text":666},{"id":727,"depth":23,"text":728,"children":955},[956],{"id":742,"depth":33,"text":743},{"id":753,"depth":23,"text":754},{"id":776,"depth":23,"text":777},{"id":783,"depth":23,"text":784},{"id":802,"depth":23,"text":803,"children":961},[962,963,964,965,966],{"id":812,"depth":33,"text":813},{"id":824,"depth":33,"text":825},{"id":831,"depth":33,"text":832},{"id":838,"depth":33,"text":839},{"id":847,"depth":33,"text":848},{"id":872,"depth":23,"text":873},{"id":907,"depth":23,"text":908},{"id":914,"depth":23,"text":915},{"id":925,"depth":23,"text":926},"The three payment-policy modes, how a deposit is sized across a multi-service visit, and exactly when a fee can be charged.","i-lucide-shield-check",[],{},30,"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees",[978,426,820],"\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows",{"title":652,"description":971},"help\u002Fcheckout\u002Fdeposits-and-cancellation-fees","75NZaIiVEhZyP5-WS0x8c3vCsiSvZJWqnOQUJRyjkHU",{"id":983,"title":984,"audience":8,"body":985,"category":34,"description":1186,"draft":420,"extension":421,"icon":1187,"keywords":1188,"meta":1189,"navigation":425,"order":1190,"path":429,"related":1191,"seo":1193,"stem":1194,"updatedAt":1195,"__hash__":1196},"help\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer.md","Refunds and the cash drawer",{"type":133,"value":986,"toc":1167},[987,991,997,1000,1004,1055,1059,1081,1086,1090,1095,1098,1128,1135,1140,1145,1147],[145,988,990],{"id":989},"find-a-past-sale","Find a past sale",[136,992,993,996],{},[140,994,995],{},"POS → Sales"," (the Cart history page) lists completed carts. It defaults to the last 30 days of completed sales and accepts filters in the URL, so a report row can deep-link straight to the transactions behind it. Filters stay in the address bar, which makes a filtered view bookmarkable and shareable.",[136,998,999],{},"You can also reach a sale from a client's profile, under their sales.",[145,1001,1003],{"id":1002},"issue-a-refund","Issue a refund",[808,1005,1006,1010,1016,1020,1023,1027,1030,1034,1037,1041,1052],{},[552,1007,1009],{"id":1008},"open-the-refund-panel","Open the refund panel",[136,1011,1012,1013,1015],{},"From a completed sale in ",[140,1014,995],{},". You don't have to open the receipt first.",[552,1017,1019],{"id":1018},"pick-the-payment","Pick the payment",[136,1021,1022],{},"A sale settled with more than one tender has more than one payment. Choose which one you're refunding — the panel shows the method, the amount, and when it was collected.",[552,1024,1026],{"id":1025},"set-the-amount","Set the amount",[136,1028,1029],{},"It defaults to the full amount collected on that payment. Lower it for a partial refund. You can't exceed what was collected on the payment you selected.",[552,1031,1033],{"id":1032},"give-a-reason","Give a reason",[136,1035,1036],{},"Required, and captured on the audit log.",[552,1038,1040],{"id":1039},"decide-about-stock","Decide about stock",[136,1042,1043,1044,1047,1048,1051],{},"On a ",[140,1045,1046],{},"full"," refund you can tick ",[140,1049,1050],{},"Restock items"," to return any product stock to inventory. Partial refunds always keep the stock where it is.",[552,1053,1054],{"id":900},"Refund",[552,1056,1058],{"id":1057},"what-a-refund-reverses","What a refund reverses",[153,1060,1061,1067,1073],{},[156,1062,1063,1066],{},[140,1064,1065],{},"Loyalty points"," — reversed. A full refund reverses them entirely; a partial refund reverses them proportionally.",[156,1068,1069,1072],{},[140,1070,1071],{},"Package and membership debits"," — a redeemed session or credit is returned to the client.",[156,1074,1075,1078,1079,143],{},[140,1076,1077],{},"Stock"," — only on a full refund, and only if you tick ",[140,1080,1050],{},[209,1082,1083],{},[136,1084,1085],{},"One refund per submit. If the sale was split across several tenders and you're reversing the whole thing, reopen the panel for each payment.",[145,1087,1089],{"id":1088},"the-cash-drawer","The cash drawer",[136,1091,1092],{},[140,1093,1094],{},"POS → Cash drawer",[136,1096,1097],{},"The drawer is a daily open-and-close cycle, and it's what makes cash countable rather than assumed.",[808,1099,1100,1104,1107,1111,1114,1118,1121,1125],{},[552,1101,1103],{"id":1102},"open-with-a-float","Open with a float",[136,1105,1106],{},"At the start of the day, open the drawer with your starting float — the cash you're beginning with.",[552,1108,1110],{"id":1109},"sell-as-normal","Sell as normal",[136,1112,1113],{},"Every cash payment through checkout accrues against the open session.",[552,1115,1117],{"id":1116},"count-at-close","Count at close",[136,1119,1120],{},"At the end of the day, count the physical cash and enter the total.",[552,1122,1124],{"id":1123},"read-the-z-report","Read the Z-report",[136,1126,1127],{},"Owneli compares your count against expected — the opening float plus completed cash sales — and tells you whether you're balanced, over, or short. The close-out becomes a Z-report you can reference for tax and accounting.",[136,1129,1130,1131,1134],{},"Every closed session is kept, so ",[140,1132,1133],{},"No closed sessions"," on a fresh business simply means you haven't done a first close yet.",[332,1136,1137],{},[136,1138,1139],{},"The cash drawer is its own permission, separate from the ability to ring up sales. A cashier can take payments without holding the power to open, count and reconcile the till — the classic cashier-versus-shift-lead split.",[209,1141,1142],{},[136,1143,1144],{},"Some actions are blocked while a drawer is open — you'll be told to close and count it first. If something refuses with a message about an open drawer, that's why.",[145,1146,926],{"id":925},[153,1148,1149,1155,1161],{},[156,1150,1151,1154],{},[140,1152,1153],{},"Growth → Reports → Cash drawer over\u002Fshort"," — expected versus counted for every closed session, with the opening float included so the variance is exactly what the count was off by",[156,1156,1157,1160],{},[140,1158,1159],{},"Growth → Reports → Refunds & voids"," — every refund with its reason",[156,1162,1163,1166],{},[140,1164,1165],{},"Growth → Reports → Payment transactions"," — every payment, by method",{"title":409,"searchDepth":23,"depth":23,"links":1168},[1169,1170,1179,1185],{"id":989,"depth":23,"text":990},{"id":1002,"depth":23,"text":1003,"children":1171},[1172,1173,1174,1175,1176,1177,1178],{"id":1008,"depth":33,"text":1009},{"id":1018,"depth":33,"text":1019},{"id":1025,"depth":33,"text":1026},{"id":1032,"depth":33,"text":1033},{"id":1039,"depth":33,"text":1040},{"id":900,"depth":33,"text":1054},{"id":1057,"depth":33,"text":1058},{"id":1088,"depth":23,"text":1089,"children":1180},[1181,1182,1183,1184],{"id":1102,"depth":33,"text":1103},{"id":1109,"depth":33,"text":1110},{"id":1116,"depth":33,"text":1117},{"id":1123,"depth":33,"text":1124},{"id":925,"depth":23,"text":926},"Issue a refund against the right payment, decide what happens to stock and loyalty, and close out the till.","i-lucide-banknote",[],{},40,[426,1192],"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":984,"description":1186},"help\u002Fcheckout\u002Frefunds-and-the-cash-drawer","2026-09-01","y1CNRvrgbASi9G6rRpn5218Je0alOR_3vzmwlALFQ_o",{"id":1198,"title":1199,"audience":8,"body":1200,"category":34,"description":1407,"draft":420,"extension":421,"icon":1408,"keywords":1409,"meta":1416,"navigation":425,"order":1417,"path":1418,"related":1419,"seo":1421,"stem":1422,"updatedAt":1423,"__hash__":1424},"help\u002Fhelp\u002Fcheckout\u002Fsell-a-product.md","Sell a product at the POS",{"type":133,"value":1201,"toc":1391},[1202,1209,1213,1261,1270,1274,1336,1339,1343,1346,1350,1354,1361,1365,1372,1376,1384,1388],[136,1203,1204,1205,1208],{},"Add a product to any sale from the ",[140,1206,1207],{},"Products"," tab of the item picker — search by name, scan a barcode, or tap a pinned quick-sale favourite. Stock is checked when you add the line and deducted when the sale closes.",[145,1210,1212],{"id":1211},"how-do-i-add-a-product-to-a-sale","How do I add a product to a sale?",[808,1214,1215,1219,1229,1233,1244,1248,1251,1255],{},[552,1216,1218],{"id":1217},"open-the-picker","Open the picker",[136,1220,1221,1222,1224,1225,1228],{},"In the cart, tap ",[140,1223,1207],{}," on the ",[140,1226,1227],{},"Add to cart"," grid. (The same picker also has Services, Memberships, Packages and Gift card tabs.)",[552,1230,1232],{"id":1231},"find-the-product","Find the product",[136,1234,1235,1236,1239,1240,1243],{},"Type in ",[140,1237,1238],{},"Search products…",", or put the cursor in ",[140,1241,1242],{},"Scan or type a barcode…"," and scan — the matching product is added and the panel stays open, so you can scan a basket of items back to back.",[552,1245,1247],{"id":1246},"pick-the-variant-if-there-is-one","Pick the variant if there is one",[136,1249,1250],{},"A product with options shows \"{count} options\" and a from-price; tap it to expand and choose the exact variant. A variant's barcode wins over the product's.",[552,1252,1254],{"id":1253},"check-the-line","Check the line",[136,1256,1257,1258,143],{},"The line lands with the product's price for your location and the default product tax. Adjust quantity as needed, then carry on to ",[818,1259,1260],{"href":426},"payment",[399,1262,1263],{},[136,1264,1265,1266,1269],{},"Pin your bestsellers with the star icon — they appear as ",[140,1267,1268],{},"Quick sale"," chips at the top of the picker, up to eight of them.",[145,1271,1273],{"id":1272},"stock-whats-enforced-and-when-it-moves","Stock: what's enforced, and when it moves",[222,1275,1276,1286],{},[225,1277,1278],{},[228,1279,1280,1283],{},[231,1281,1282],{},"Behaviour",[231,1284,1285],{},"Detail",[238,1287,1288,1299,1307,1315,1323],{},[228,1289,1290,1293],{},[243,1291,1292],{},"Out of stock",[243,1294,1295,1296,1298],{},"The row shows ",[140,1297,1292],{}," and can't be added; the server also refuses with \"Out of stock at this location\"",[228,1300,1301,1304],{},[243,1302,1303],{},"Per-location",[243,1305,1306],{},"Stock is counted at the location of the sale — plentiful stock at another branch doesn't help",[228,1308,1309,1312],{},[243,1310,1311],{},"Already in the cart",[243,1313,1314],{},"Units sitting in this open cart count against stock, so you can't oversell by adding twice",[228,1316,1317,1320],{},[243,1318,1319],{},"Untracked products",[243,1321,1322],{},"A product with no stock tracking is always sellable",[228,1324,1325,1330],{},[243,1326,1327],{},[140,1328,1329],{},"When stock is deducted",[243,1331,1332,1333,1335],{},"When the sale closes — including a ",[140,1334,385],{}," close — not when the line is added",[136,1337,1338],{},"Selling a bundle deducts each component product's stock when the sale closes.",[145,1340,1342],{"id":1341},"prices-and-availability","Prices and availability",[136,1344,1345],{},"Prices are per location, and the server is the authority — the price on the line is resolved when you add it, so a stale screen can't sell at an old price. A product marked unavailable at your location refuses to add.",[145,1347,1349],{"id":1348},"common-questions","Common questions",[552,1351,1353],{"id":1352},"why-cant-i-find-a-product-by-scanning","Why can't I find a product by scanning?",[136,1355,1356,1357,1360],{},"\"No product matches that barcode\" means no active product or variant in your business carries that code. Check the barcode on the product record under ",[140,1358,1359],{},"Retail → Products"," — and note the variant's barcode field is separate from the product's.",[552,1362,1364],{"id":1363},"the-product-shows-out-of-stock-but-im-holding-it-can-i-still-sell-it","The product shows out of stock but I'm holding it — can I still sell it?",[136,1366,1367,1368,143],{},"Not until the stock record is corrected. Adjust stock on the product (or run a count) and the line will add. See ",[818,1369,1371],{"href":1370},"\u002Fhelp\u002Fretail\u002Fproducts-and-stock","Products and stock",[552,1373,1375],{"id":1374},"does-a-refund-put-the-item-back-into-stock","Does a refund put the item back into stock?",[136,1377,1378,1379,1381,1382,143],{},"Only a full refund with ",[140,1380,1050],{}," ticked. See ",[818,1383,984],{"href":429},[552,1385,1387],{"id":1386},"can-i-sell-a-product-on-the-same-sale-as-a-service","Can I sell a product on the same sale as a service?",[136,1389,1390],{},"Yes — one cart takes services, products, memberships, packages and gift cards together, and a product added to an appointment sale is credited to the appointment's provider.",{"title":409,"searchDepth":23,"depth":23,"links":1392},[1393,1399,1400,1401],{"id":1211,"depth":23,"text":1212,"children":1394},[1395,1396,1397,1398],{"id":1217,"depth":33,"text":1218},{"id":1231,"depth":33,"text":1232},{"id":1246,"depth":33,"text":1247},{"id":1253,"depth":33,"text":1254},{"id":1272,"depth":23,"text":1273},{"id":1341,"depth":23,"text":1342},{"id":1348,"depth":23,"text":1349,"children":1402},[1403,1404,1405,1406],{"id":1352,"depth":33,"text":1353},{"id":1363,"depth":33,"text":1364},{"id":1374,"depth":33,"text":1375},{"id":1386,"depth":33,"text":1387},"Add retail products to a sale by search, barcode scan, or quick-sale favourites — and learn when stock is actually deducted.","i-lucide-shopping-bag",[1410,1411,1412,1413,1414,1415],"sell retail product pos","scan barcode at checkout","product out of stock at till","quick sale favourites","when does stock decrease","sell product with service",{},50,"\u002Fhelp\u002Fcheckout\u002Fsell-a-product",[426,1370,1420],"\u002Fhelp\u002Fcheckout\u002Ftaxes-at-checkout",{"title":1199,"description":1407},"help\u002Fcheckout\u002Fsell-a-product","2026-08-14","mLMe_D8YSaF9lURvB4uQfDglcHz5_nbUFzI-SAGbRm0",{"id":1426,"title":1427,"audience":8,"body":1428,"category":34,"description":1651,"draft":420,"extension":421,"icon":1652,"keywords":1653,"meta":1660,"navigation":425,"order":1661,"path":1662,"related":1663,"seo":1664,"stem":1665,"updatedAt":1423,"__hash__":1666},"help\u002Fhelp\u002Fcheckout\u002Fapply-a-discount-or-deal.md","Apply a discount or deal at checkout",{"type":133,"value":1429,"toc":1639},[1430,1457,1461,1536,1542,1546,1557,1564,1568,1578,1582,1593,1598,1600,1604,1615,1619,1622,1626,1629,1633],[136,1431,1432,1433,1436,1437,1440,1441,1444,1445,1448,1449,1452,1453,1456],{},"Open a sale and tap ",[140,1434,1435],{},"Add discount"," on the cart (or ",[140,1438,1439],{},"⋮ → Add cart discount","). The ",[140,1442,1443],{},"Discount"," panel has three tabs — ",[140,1446,1447],{},"Deals",", ",[140,1450,1451],{},"Code",", and ",[140,1454,1455],{},"Manual"," — and eligible code-less deals apply themselves the moment the cart opens.",[145,1458,1460],{"id":1459},"how-do-i-discount-a-sale","How do I discount a sale?",[222,1462,1463,1476],{},[225,1464,1465],{},[228,1466,1467,1470,1473],{},[231,1468,1469],{},"Tab",[231,1471,1472],{},"Use it for",[231,1474,1475],{},"How",[238,1477,1478,1493,1512],{},[228,1479,1480,1484,1487],{},[243,1481,1482],{},[140,1483,1447],{},[243,1485,1486],{},"A configured promotion",[243,1488,1489,1490],{},"Pick from the eligible list and press ",[140,1491,1492],{},"Apply",[228,1494,1495,1499,1502],{},[243,1496,1497],{},[140,1498,1451],{},[243,1500,1501],{},"A promo code the client has",[243,1503,1504,1505,1508,1509],{},"Type it into ",[140,1506,1507],{},"Discount code"," and press ",[140,1510,1511],{},"Apply discount",[228,1513,1514,1518,1521],{},[243,1515,1516],{},[140,1517,1455],{},[243,1519,1520],{},"A one-off goodwill discount",[243,1522,363,1523,790,1526,1529,1530,1533,1534],{},[140,1524,1525],{},"Percent",[140,1527,1528],{},"Amount",", enter the value and a ",[140,1531,1532],{},"Reason",", press ",[140,1535,1511],{},[136,1537,1538,1539,1541],{},"The ",[140,1540,1532],{}," on a manual discount is recorded on the sale and the audit log — \"e.g. Loyalty thank-you\".",[145,1543,1545],{"id":1544},"automatic-deals","Automatic deals",[136,1547,1548,1549,1552,1553,1556],{},"Deals configured without a code under ",[140,1550,1551],{},"Retail → Discounts"," apply themselves when the cart opens, oldest first, and appear under ",[140,1554,1555],{},"Discounts"," on the cart with the amount taken off. Ineligible deals are skipped silently.",[136,1558,1559,1560,1563],{},"To remove one — auto-applied or not — press the ",[140,1561,1562],{},"✕"," next to it. It won't re-apply itself during this sale.",[145,1565,1567],{"id":1566},"discounting-a-single-line","Discounting a single line",[136,1569,1570,1571,1573,1574,1577],{},"Each cart line has its own ",[140,1572,1435],{}," action, opening the same panel scoped to that line (title ",[140,1575,1576],{},"Line discount","). Line discounts are always manual — percent or amount — and are capped at the line's value. Tax recalculates on the discounted amount.",[145,1579,1581],{"id":1580},"what-cant-be-discounted","What can't be discounted",[153,1583,1584,1590],{},[156,1585,1586,1589],{},[140,1587,1588],{},"Gift cards and tips"," are excluded from cart-level manual discounts by design — a discounted gift card is unaccounted stored value.",[156,1591,1592],{},"A cart that owes nothing has nothing to discount.",[209,1594,1595],{},[136,1596,1597],{},"Writing a sale all the way down to zero is treated as a void, not a discount — it requires the void-sales permission. Partial discounts need only ordinary checkout access.",[145,1599,1349],{"id":1348},[552,1601,1603],{"id":1602},"why-did-a-discount-appear-on-the-sale-by-itself","Why did a discount appear on the sale by itself?",[136,1605,1606,1607,1609,1610,1612,1613,143],{},"An active code-less deal matched the cart. It's listed by name under ",[140,1608,1555],{}," — remove it with the ",[140,1611,1562],{}," if it shouldn't apply, and review the deal's rules under ",[140,1614,1551],{},[552,1616,1618],{"id":1617},"the-code-says-already-applied-is-the-client-charged-twice","The code says \"Already applied\" — is the client charged twice?",[136,1620,1621],{},"No. Re-entering an applied code is refused rather than double-counted; the discount is only ever taken once.",[552,1623,1625],{"id":1624},"can-i-stack-a-deal-and-a-manual-discount","Can I stack a deal and a manual discount?",[136,1627,1628],{},"Yes. The manual discount applies to what remains after deals, so the client is never discounted on money already taken off.",[552,1630,1632],{"id":1631},"do-discounts-reduce-the-tax","Do discounts reduce the tax?",[136,1634,1635,1636,143],{},"Yes — tax is calculated on the discounted amount, at both line and cart level. See ",[818,1637,1638],{"href":1420},"Taxes at checkout",{"title":409,"searchDepth":23,"depth":23,"links":1640},[1641,1642,1643,1644,1645],{"id":1459,"depth":23,"text":1460},{"id":1544,"depth":23,"text":1545},{"id":1566,"depth":23,"text":1567},{"id":1580,"depth":23,"text":1581},{"id":1348,"depth":23,"text":1349,"children":1646},[1647,1648,1649,1650],{"id":1602,"depth":33,"text":1603},{"id":1617,"depth":33,"text":1618},{"id":1624,"depth":33,"text":1625},{"id":1631,"depth":33,"text":1632},"Apply an automatic deal, a discount code, or a manual discount to a sale or a single line — and remove one that shouldn't be there.","i-lucide-badge-percent",[1654,1655,1656,1657,1658,1659],"add discount at checkout","apply promo code pos","discount one item only","remove auto applied deal","comp a sale to zero","staff discount reason",{},60,"\u002Fhelp\u002Fcheckout\u002Fapply-a-discount-or-deal",[426,1420,428],{"title":1427,"description":1651},"help\u002Fcheckout\u002Fapply-a-discount-or-deal","jU7KBUNC3q3ukt3p9l92hfMChPIaK-nTJ9Fgr2GFkH0",{"id":1668,"title":1669,"audience":8,"body":1670,"category":34,"description":1920,"draft":420,"extension":421,"icon":1921,"keywords":1922,"meta":1929,"navigation":425,"order":1930,"path":1931,"related":1932,"seo":1935,"stem":1936,"updatedAt":1423,"__hash__":1937},"help\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships.md","Redeem a gift card, package, or membership at checkout",{"type":133,"value":1671,"toc":1903},[1672,1684,1688,1756,1759,1763,1800,1803,1813,1817,1825,1832,1836,1845,1849,1867,1869,1873,1880,1884,1887,1891,1894,1898],[136,1673,1674,1675,1448,1677,1448,1679,1452,1681,1683],{},"Stored value shows up as tenders on the payment step: ",[140,1676,287],{},[140,1678,307],{},[140,1680,317],{},[140,1682,297],{},". Pick one like any other payment method — Owneli shows what it covers and leaves any remainder on the sale for the next tender.",[145,1685,1687],{"id":1686},"which-stored-value-tender-do-i-use","Which stored-value tender do I use?",[222,1689,1690,1702],{},[225,1691,1692],{},[228,1693,1694,1696,1699],{},[231,1695,233],{},[231,1697,1698],{},"What it spends",[231,1700,1701],{},"Appears when",[238,1703,1704,1720,1732,1744],{},[228,1705,1706,1710,1713],{},[243,1707,1708],{},[140,1709,287],{},[243,1711,1712],{},"The balance on a card, by code",[243,1714,1715,1716,1719],{},"Always offered — except on a sale that ",[1717,1718,339],"em",{}," a gift card",[228,1721,1722,1726,1729],{},[243,1723,1724],{},[140,1725,307],{},[243,1727,1728],{},"A prepaid session from a client package",[243,1730,1731],{},"The client has an active package covering a service or product on this sale",[228,1733,1734,1738,1741],{},[243,1735,1736],{},[140,1737,317],{},[243,1739,1740],{},"An included session from a service-credit membership",[243,1742,1743],{},"The client's membership includes a matching service",[228,1745,1746,1750,1753],{},[243,1747,1748],{},[140,1749,297],{},[243,1751,1752],{},"Dollars in an account-balance membership wallet",[243,1754,1755],{},"The wallet has funds",[136,1757,1758],{},"Package, membership and membership-balance tenders need a client attached — that's whose entitlements they are.",[145,1760,1762],{"id":1761},"redeem-a-gift-card","Redeem a gift card",[808,1764,1765,1769,1774,1778,1793,1797],{},[552,1766,1768],{"id":1767},"choose-gift-card","Choose Gift card",[136,1770,1771,1772,143],{},"On the payment step, pick ",[140,1773,287],{},[552,1775,1777],{"id":1776},"enter-the-code","Enter the code",[136,1779,1780,1781,1784,1785,1788,1789,1792],{},"Type the 12-character code into ",[140,1782,1783],{},"Gift card code"," (dashes optional). The balance appears with either a ",[140,1786,1787],{},"Covers it"," badge or the ",[140,1790,1791],{},"Still owed"," amount.",[552,1794,1796],{"id":1795},"charge-it","Charge it",[136,1798,1799],{},"The card is applied up to its balance. Anything left stays on the sale — collect it with the next method.",[136,1801,1802],{},"Common refusals, straight from the till: card not found, card expired or inactive, not valid at this location, or \"Gift card only has $X — apply that and split the rest.\"",[209,1804,1805],{},[136,1806,1807,1808,340,1810,1812],{},"A sale that ",[140,1809,339],{},[140,1811,343],{}," one — redeeming one card to buy another would move balance with no audit trail, so the tender disappears from the list.",[145,1814,1816],{"id":1815},"redeem-a-package-or-membership-session","Redeem a package or membership session",[136,1818,1819,1820,790,1822,1824],{},"Pick the ",[140,1821,307],{},[140,1823,317],{}," tender; if the client has more than one eligible benefit, a picker shows which service each covers. The redemption covers the matching service line — the priciest eligible one first — and debits a session from the client's balance. The tile shows sessions remaining, e.g. \"3 sessions left\".",[136,1826,1827,1828,1831],{},"Buying a package and its first session in the same sale? The cart offers to cover the eligible service on the spot — accept and the line shows a ",[140,1829,1830],{},"Package benefit · $0"," pill.",[145,1833,1835],{"id":1834},"tips-ride-separately","Tips ride separately",[136,1837,1838,1839,1842,1843,143],{},"Package, membership and membership-balance are ",[140,1840,1841],{},"credit tenders",": they cover the bill, never the gratuity. A tip on a fully-redeemed visit stays as its own line and is settled by a following card or cash tender — so a package client can still tip. See ",[818,1844,437],{"href":428},[145,1846,1848],{"id":1847},"on-the-receipt","On the receipt",[136,1850,1851,1852,1854,1855,1858,1859,1448,1861,1863,1864,1866],{},"Each redemption prints as a payment row — ",[140,1853,287],{}," (with ",[140,1856,1857],{},"Gift card balance remaining","), ",[140,1860,307],{},[140,1862,317],{},", or ",[140,1865,297],{}," — so the client sees exactly what was drawn from where.",[145,1868,1349],{"id":1348},[552,1870,1872],{"id":1871},"the-gift-card-doesnt-cover-the-whole-sale-what-now","The gift card doesn't cover the whole sale — what now?",[136,1874,1875,1876,143],{},"Apply it anyway. The card's full balance comes off, the rest stays owing, and you pick the next tender immediately. See ",[818,1877,1879],{"href":1878},"\u002Fhelp\u002Fcheckout\u002Fsplit-and-partial-payments","splitting a sale",[552,1881,1883],{"id":1882},"why-isnt-the-package-tender-showing","Why isn't the Package tender showing?",[136,1885,1886],{},"Either no client is attached, the package isn't active (expired or used up), nothing on the sale matches what the package covers, or the package isn't valid at this location.",[552,1888,1890],{"id":1889},"can-a-client-use-someone-elses-package-or-membership","Can a client use someone else's package or membership?",[136,1892,1893],{},"No — entitlements belong to the client on the sale, and the till refuses a package or membership that belongs to a different client. Gift cards, by contrast, are bearer instruments: whoever has the code can spend it.",[552,1895,1897],{"id":1896},"what-happens-to-a-redeemed-session-if-the-sale-is-refunded","What happens to a redeemed session if the sale is refunded?",[136,1899,1900,1901,143],{},"Refunding the payment returns the session or credit to the client. See ",[818,1902,984],{"href":429},{"title":409,"searchDepth":23,"depth":23,"links":1904},[1905,1906,1911,1912,1913,1914],{"id":1686,"depth":23,"text":1687},{"id":1761,"depth":23,"text":1762,"children":1907},[1908,1909,1910],{"id":1767,"depth":33,"text":1768},{"id":1776,"depth":33,"text":1777},{"id":1795,"depth":33,"text":1796},{"id":1815,"depth":23,"text":1816},{"id":1834,"depth":23,"text":1835},{"id":1847,"depth":23,"text":1848},{"id":1348,"depth":23,"text":1349,"children":1915},[1916,1917,1918,1919],{"id":1871,"depth":33,"text":1872},{"id":1882,"depth":33,"text":1883},{"id":1889,"depth":33,"text":1890},{"id":1896,"depth":33,"text":1897},"Pay a sale with a gift card code, a prepaid package session, membership credit, or a membership balance — and see what each can't cover.","i-lucide-wallet-cards",[1923,1924,1925,1926,1927,1928],"redeem gift card at checkout","use package session to pay","membership credit at pos","gift card balance not enough","pay with membership balance","tip on package redemption",{},70,"\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships",[426,430,1933,1934],"\u002Fhelp\u002Fretail\u002Fpackages","\u002Fhelp\u002Fretail\u002Fmemberships",{"title":1669,"description":1920},"help\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships","dTiuhnKv3n2gIrxlvNVF2ipsST9W16CAAVmsjroqoqk",{"id":1939,"title":1940,"audience":8,"body":1941,"category":34,"description":2132,"draft":420,"extension":421,"icon":2133,"keywords":2134,"meta":2141,"navigation":425,"order":2142,"path":1878,"related":2143,"seo":2145,"stem":2146,"updatedAt":1423,"__hash__":2147},"help\u002Fhelp\u002Fcheckout\u002Fsplit-and-partial-payments.md","Split a sale across payment methods, or leave a balance due",{"type":133,"value":1942,"toc":2112},[1943,1949,1953,1995,2002,2007,2009,2014,2027,2031,2071,2073,2077,2080,2084,2087,2091,2096,2100],[136,1944,1945,1946,1948],{},"Any sale can be settled across several tenders: charge part on one method and the payment step stays open with the new balance, ready for the next. If the client can't finish paying today, ",[140,1947,385],{}," completes the sale with the balance owing.",[145,1950,1952],{"id":1951},"how-do-i-split-a-payment","How do I split a payment?",[808,1954,1955,1959,1962,1966,1979,1981,1988,1992],{},[552,1956,1958],{"id":1957},"pick-the-first-tender","Pick the first tender",[136,1960,1961],{},"Choose a payment method as normal. The amount field defaults to the full balance.",[552,1963,1965],{"id":1964},"lower-the-amount","Lower the amount",[136,1967,1968,1969,1448,1972,1452,1975,1978],{},"Type the amount for this tender, or use the presets — ",[140,1970,1971],{},"Full",[140,1973,1974],{},"½",[140,1976,1977],{},"⅓"," of the balance. Halves and thirds round up on the first tender, so you never end the sale chasing a stray cent.",[552,1980,1796],{"id":1795},[136,1982,1983,1984,1987],{},"After the charge, a toast shows the amount remaining — \"Pick the next method.\" Collected tenders are listed under ",[140,1985,1986],{},"Payments"," on the cart.",[552,1989,1991],{"id":1990},"repeat-until-settled","Repeat until settled",[136,1993,1994],{},"Take the remainder on the next method. When the last payment lands, the sale closes itself and the receipt is ready.",[136,1996,1997,1998,2001],{},"Gift cards split naturally: the card's balance comes off and the rest stays owing. Cash can be over-tendered — enter what the client handed over and the ",[140,1999,2000],{},"Change due"," panel does the arithmetic.",[209,2003,2004],{},[136,2005,2006],{},"You can't over-collect: a tender larger than the remaining balance is refused, so a double-tap or a second till can never charge the client twice for the same sale.",[145,2008,380],{"id":379},[136,2010,2011,2013],{},[140,2012,385],{}," in the cart footer completes the sale and leaves the balance owing.",[153,2015,2016,2019,2024],{},[156,2017,2018],{},"The sale is raised in full — stock is deducted, gift cards sold on it are issued, the linked appointment completes.",[156,2020,2021,2022,143],{},"The sale shows as ",[140,2023,389],{},[156,2025,2026],{},"Loyalty points and commission wait until the balance is actually collected.",[552,2028,2030],{"id":2029},"collecting-the-balance-later","Collecting the balance later",[808,2032,2033,2037,2048,2052,2059,2063],{},[552,2034,2036],{"id":2035},"find-the-sale","Find the sale",[136,2038,2039,2040,2043,2044,2047],{},"Open ",[140,2041,2042],{},"POS → History"," and set the status filter to ",[140,2045,2046],{},"Unpaid"," — each row shows the amount owed. Or open the sale from the client's profile.",[552,2049,2051],{"id":2050},"reopen-it","Reopen it",[136,2053,2054,2055,2058],{},"Click the row — the sale reopens in the POS with a ",[140,2056,2057],{},"Collect payment"," button.",[552,2060,2062],{"id":2061},"take-the-payment","Take the payment",[136,2064,2065,2066,2070],{},"Any tender works, including ",[818,2067,2069],{"href":2068},"\u002Fhelp\u002Fcheckout\u002Fsend-a-pay-by-link","sending a pay-by-link"," so the client settles from their phone.",[145,2072,1349],{"id":1348},[552,2074,2076],{"id":2075},"can-two-people-split-a-bill-on-two-cards","Can two people split a bill on two cards?",[136,2078,2079],{},"Yes — charge part on the first card via the external terminal, then the remainder on the second. Each charge is its own payment row on the receipt.",[552,2081,2083],{"id":2082},"does-a-tip-have-to-go-on-one-tender","Does a tip have to go on one tender?",[136,2085,2086],{},"A tip rides on the card or cash tender that settles it. On visits paid by package, membership, or membership balance, the tip is excluded from the credit tender and collected by the following card or cash payment.",[552,2088,2090],{"id":2089},"how-do-i-refund-a-split-sale","How do I refund a split sale?",[136,2092,2093,2094,143],{},"Refunds are issued per payment — reopen the refund panel for each tender you're reversing. See ",[818,2095,984],{"href":429},[552,2097,2099],{"id":2098},"is-save-as-unpaid-the-same-as-a-draft","Is \"Save as unpaid\" the same as a draft?",[136,2101,2102,2103,2105,2106,2109,2110,143],{},"No. A draft is an open cart you haven't finished building; an unpaid sale is complete and final, just not fully collected. Drafts sit on ",[140,2104,174],{},"; unpaid sales sit in ",[140,2107,2108],{},"History"," under ",[140,2111,2046],{},{"title":409,"searchDepth":23,"depth":23,"links":2113},[2114,2120,2126],{"id":1951,"depth":23,"text":1952,"children":2115},[2116,2117,2118,2119],{"id":1957,"depth":33,"text":1958},{"id":1964,"depth":33,"text":1965},{"id":1795,"depth":33,"text":1796},{"id":1990,"depth":33,"text":1991},{"id":379,"depth":23,"text":380,"children":2121},[2122,2123,2124,2125],{"id":2029,"depth":33,"text":2030},{"id":2035,"depth":33,"text":2036},{"id":2050,"depth":33,"text":2051},{"id":2061,"depth":33,"text":2062},{"id":1348,"depth":23,"text":1349,"children":2127},[2128,2129,2130,2131],{"id":2075,"depth":33,"text":2076},{"id":2082,"depth":33,"text":2083},{"id":2089,"depth":33,"text":2090},{"id":2098,"depth":33,"text":2099},"Take part of a sale on one tender and the rest on another, use the split presets, and save a sale as unpaid to collect later.","i-lucide-split",[2135,2136,2137,2138,2139,2140],"split payment between card and cash","pay half now half later","client can't pay today","save sale as unpaid","collect balance later pos","partial payment at checkout",{},80,[426,1931,2144],"\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts",{"title":1940,"description":2132},"help\u002Fcheckout\u002Fsplit-and-partial-payments","bs4OGYRCR3vIV4fWDbIPI95eLvj_d0dlNOLBf44y1s0",{"id":2149,"title":2150,"audience":8,"body":2151,"category":34,"description":2348,"draft":420,"extension":421,"icon":2349,"keywords":2350,"meta":2357,"navigation":425,"order":2358,"path":2068,"related":2359,"seo":2361,"stem":2362,"updatedAt":1423,"__hash__":2363},"help\u002Fhelp\u002Fcheckout\u002Fsend-a-pay-by-link.md","Send a pay-by-link so the client pays on their phone",{"type":133,"value":2152,"toc":2333},[2153,2163,2167,2209,2213,2231,2279,2283,2290,2295,2297,2301,2307,2311,2314,2318,2323,2327],[136,2154,2155,2156,2158,2159,2162],{},"Choose the ",[140,2157,327],{}," tender, enter the client's mobile or email, and press ",[140,2160,2161],{},"Send link",". The client opens a secure page, optionally adds a tip, enters their own card, and the sale closes itself on your screen — you never see or type their card number.",[145,2164,2166],{"id":2165},"how-do-i-send-a-payment-link","How do I send a payment link?",[808,2168,2169,2173,2179,2183,2200,2203],{},[552,2170,2172],{"id":2171},"pick-self-checkout","Pick Self checkout",[136,2174,2175,2176,2178],{},"On the payment step, choose ",[140,2177,327],{},". It's offered when the sale has a client attached, a balance to collect, and a connected payment processor.",[552,2180,2182],{"id":2181},"choose-text-or-email","Choose Text or Email",[136,2184,2185,2186,790,2189,2192,2193,790,2196,2199],{},"Toggle ",[140,2187,2188],{},"Text",[140,2190,2191],{},"Email"," and fill in the ",[140,2194,2195],{},"Mobile number",[140,2197,2198],{},"Email address"," — pre-filled from the client record, and anything you type here is saved to a client who had no contact details yet.",[552,2201,2161],{"id":2202},"send-link",[136,2204,2205,2206,2208],{},"Press ",[140,2207,2161],{},". The client gets \"click here to securely pay\" with your business name, and your screen switches to a waiting view: \"This screen updates itself the moment they pay — no need to refresh.\"",[145,2210,2212],{"id":2211},"what-the-client-sees","What the client sees",[136,2214,2215,2216,2219,2220,2223,2224,2227,2228,2230],{},"A branded ",[140,2217,2218],{},"Secure checkout"," page with the itemised sale, taxes and total. If the sale includes services, they're offered a tip for their provider — preset percentages or ",[140,2221,2222],{},"Set a custom tip",", entirely optional. They enter their card and press ",[140,2225,2226],{},"Pay",". Cards are handled by the payment processor; the card is also saved to their file for future ",[140,2229,247],{}," payments.",[222,2232,2233,2242],{},[225,2234,2235],{},[228,2236,2237,2240],{},[231,2238,2239],{},"Rule",[231,2241,1285],{},[238,2243,2244,2252,2260,2268],{},[228,2245,2246,2249],{},[243,2247,2248],{},"Link life",[243,2250,2251],{},"24 hours, then it expires",[228,2253,2254,2257],{},[243,2255,2256],{},"One at a time",[243,2258,2259],{},"A sale can only have one live link — cancel it before sending another",[228,2261,2262,2265],{},[243,2263,2264],{},"Waiting timeout",[243,2266,2267],{},"Your screen polls for 15 minutes, then returns to the send form (the link itself stays valid)",[228,2269,2270,2273],{},[243,2271,2272],{},"Tender on the receipt",[243,2274,2275,2276],{},"Shows as ",[140,2277,2278],{},"Payment link",[145,2280,2282],{"id":2281},"cancelling-a-link","Cancelling a link",[136,2284,2285,2286,2289],{},"On the waiting screen, open ",[140,2287,2288],{},"Options → Cancel card payment",". The client's page immediately stops accepting payment.",[209,2291,2292],{},[136,2293,2294],{},"If the client already paid — or their payment is mid-flight — the cancel is refused and the sale completes: \"Client already paid — the sale has been completed. Refund from the receipt if needed.\" Money is never dropped or silently kept.",[145,2296,1349],{"id":1348},[552,2298,2300],{"id":2299},"the-client-paid-but-my-screen-didnt-update-is-the-money-lost","The client paid but my screen didn't update — is the money lost?",[136,2302,2303,2304,2306],{},"No. The payment settles server-side regardless of your screen; check ",[140,2305,2042],{}," for the closed sale. Even a payment that lands after the link expired is honoured.",[552,2308,2310],{"id":2309},"can-i-lower-the-price-after-sending-the-link","Can I lower the price after sending the link?",[136,2312,2313],{},"If the sale total drops after sending, the difference is automatically refunded to the client's card — they're never charged more than the sale is worth. Cleaner: cancel the link, adjust the cart, and send a fresh one.",[552,2315,2317],{"id":2316},"why-is-self-checkout-not-in-my-tender-list","Why is Self checkout not in my tender list?",[136,2319,2320,2321,143],{},"The sale needs a client attached, a balance greater than zero, and card payments connected under ",[140,2322,921],{},[552,2324,2326],{"id":2325},"does-the-link-work-for-a-deposit-or-an-unpaid-balance","Does the link work for a deposit or an unpaid balance?",[136,2328,2329,2330,143],{},"It collects whatever the sale currently owes — so yes, reopen an unpaid sale and send a link for the balance. See ",[818,2331,2332],{"href":1878},"Split a sale or leave a balance due",{"title":409,"searchDepth":23,"depth":23,"links":2334},[2335,2340,2341,2342],{"id":2165,"depth":23,"text":2166,"children":2336},[2337,2338,2339],{"id":2171,"depth":33,"text":2172},{"id":2181,"depth":33,"text":2182},{"id":2202,"depth":33,"text":2161},{"id":2211,"depth":23,"text":2212},{"id":2281,"depth":23,"text":2282},{"id":1348,"depth":23,"text":1349,"children":2343},[2344,2345,2346,2347],{"id":2299,"depth":33,"text":2300},{"id":2309,"depth":33,"text":2310},{"id":2316,"depth":33,"text":2317},{"id":2325,"depth":33,"text":2326},"Text or email a secure self-checkout link — the client enters their own card, can add a tip, and the sale closes itself at the till.","i-lucide-smartphone-nfc",[2351,2352,2353,2354,2355,2356],"send payment link to client","pay by link text message","self checkout salon pos","client pays on their phone","payment link expired","cancel a payment link",{},90,[426,2360,1878],"\u002Fhelp\u002Fcheckout\u002Fsave-a-card-on-file",{"title":2150,"description":2348},"help\u002Fcheckout\u002Fsend-a-pay-by-link","rQZ7vB3dSfREiru8MXxgPEWPXuixS_eUEqiY2s_h6XY",{"id":2365,"title":2366,"audience":8,"body":2367,"category":34,"description":2563,"draft":420,"extension":421,"icon":2564,"keywords":2565,"meta":2572,"navigation":425,"order":2573,"path":2360,"related":2574,"seo":2575,"stem":2576,"updatedAt":1423,"__hash__":2577},"help\u002Fhelp\u002Fcheckout\u002Fsave-a-card-on-file.md","Save a client's card on file with the secure link",{"type":133,"value":2368,"toc":2547},[2369,2372,2376,2427,2470,2475,2479,2504,2507,2511,2514,2516,2520,2526,2530,2533,2537,2540,2544],[136,2370,2371],{},"To put a card on a client's file, send them a secure link from their profile — they type their own card on a private page, and it goes straight to the payment processor. There is deliberately no way for staff to enter a card number anywhere in Owneli.",[145,2373,2375],{"id":2374},"how-do-i-get-a-clients-card-on-file","How do I get a client's card on file?",[808,2377,2378,2382,2392,2396,2406,2410,2416,2420],{},[552,2379,2381],{"id":2380},"open-the-clients-wallet","Open the client's Wallet",[136,2383,2384,2385,2388,2389,143],{},"On the client profile, open the ",[140,2386,2387],{},"Wallet"," panel and find ",[140,2390,2391],{},"Payment methods",[552,2393,2395],{"id":2394},"send-the-link","Send the link",[136,2397,2205,2398,2401,2402,2405],{},[140,2399,2400],{},"Send secure card link",". It goes to the client's email and phone (whichever is on file — the client needs at least one). The button becomes ",[140,2403,2404],{},"Resend link"," for a fresh send.",[552,2407,2409],{"id":2408},"the-client-adds-their-card","The client adds their card",[136,2411,2412,2413,143],{},"Their page — \"Add a card to your file\" — spells it out: they enter the card themselves, it goes straight to the secure payment processor, the team never sees the number, and nothing is charged now. They press ",[140,2414,2415],{},"Save card",[552,2417,2419],{"id":2418},"the-card-appears-in-the-wallet","The card appears in the Wallet",[136,2421,2422,2423,2426],{},"It lists as brand and last four digits with its expiry, marked ",[140,2424,2425],{},"Default",". It's now chargeable at checkout.",[222,2428,2429,2437],{},[225,2430,2431],{},[228,2432,2433,2435],{},[231,2434,2239],{},[231,2436,1285],{},[238,2438,2439,2446,2454,2462],{},[228,2440,2441,2443],{},[243,2442,2248],{},[243,2444,2445],{},"7 days",[228,2447,2448,2451],{},[243,2449,2450],{},"One live link",[243,2452,2453],{},"Sending a new link expires any previous unused one",[228,2455,2456,2459],{},[243,2457,2458],{},"Charged at capture?",[243,2460,2461],{},"Never — saving a card takes no money",[228,2463,2464,2467],{},[243,2465,2466],{},"Who can send",[243,2468,2469],{},"Staff with checkout access, for clients assigned to them",[714,2471,2472],{},[136,2473,2474],{},"Never take a card number over the phone and type it anywhere — not in a note, not in a form. The secure link exists so card data only ever touches the payment processor. A card number written into Owneli is a compliance breach.",[145,2476,2478],{"id":2477},"using-the-saved-card","Using the saved card",[153,2480,2481,2490,2497],{},[156,2482,2483,2484,2487,2488,143],{},"At checkout, the card leads the tender list as ",[140,2485,2486],{},"On file ··1234"," — the fastest way to settle. See ",[818,2489,131],{"href":426},[156,2491,2492,2493,2496],{},"If your payment policy requires a card to book, the card satisfies it, and it's what a ",[818,2494,2495],{"href":976},"late-cancellation or no-show fee"," is charged to.",[156,2498,2499,2500,2503],{},"If the bank demands the client confirm an off-session charge, Owneli offers to ",[818,2501,2502],{"href":2068},"send a pay-by-link"," instead — the client approves the charge on their phone.",[136,2505,2506],{},"Paying via a pay-by-link also saves that card to the file automatically, so many clients end up with a card on file without a separate capture step.",[145,2508,2510],{"id":2509},"removing-a-card","Removing a card",[136,2512,2513],{},"In the Wallet panel, the remove action asks you to confirm: removing detaches the card at the payment processor and can't be undone. Removing a card is an admin-level action, not a register task. Clients can also manage their own cards — add, set default, remove — from their portal wallet.",[145,2515,1349],{"id":1348},[552,2517,2519],{"id":2518},"the-client-says-the-link-doesnt-work","The client says the link doesn't work.",[136,2521,2522,2523,2525],{},"Card links expire after 7 days, and sending a new one kills the old one — so an old email's link dies the moment you resend. Press ",[140,2524,2404],{}," and have them use the newest message.",[552,2527,2529],{"id":2528},"is-the-client-charged-when-they-save-a-card","Is the client charged when they save a card?",[136,2531,2532],{},"No. Capture stores the card for later use; the page tells them \"You are not charged anything now.\"",[552,2534,2536],{"id":2535},"can-i-add-a-card-during-booking-instead","Can I add a card during booking instead?",[136,2538,2539],{},"When your payment policy requires a card, the client-facing booking flow collects it as part of booking. For a booking taken over the phone, book first, then send the secure card link from the profile.",[552,2541,2543],{"id":2542},"why-cant-i-delete-a-saved-card","Why can't I delete a saved card?",[136,2545,2546],{},"Card removal requires admin permissions. Ask an admin — or the client can remove it themselves in their portal.",{"title":409,"searchDepth":23,"depth":23,"links":2548},[2549,2555,2556,2557],{"id":2374,"depth":23,"text":2375,"children":2550},[2551,2552,2553,2554],{"id":2380,"depth":33,"text":2381},{"id":2394,"depth":33,"text":2395},{"id":2408,"depth":33,"text":2409},{"id":2418,"depth":33,"text":2419},{"id":2477,"depth":23,"text":2478},{"id":2509,"depth":23,"text":2510},{"id":1348,"depth":23,"text":1349,"children":2558},[2559,2560,2561,2562],{"id":2518,"depth":33,"text":2519},{"id":2528,"depth":33,"text":2529},{"id":2535,"depth":33,"text":2536},{"id":2542,"depth":33,"text":2543},"Send a secure link so the client adds their own card — staff never see or type card numbers — then charge it as Card on file at checkout.","i-lucide-lock-keyhole",[2566,2567,2568,2569,2570,2571],"save client card on file","card capture secure link","charge card on file pos","client card over the phone","remove saved card","card link expired",{},100,[426,2068,976],{"title":2366,"description":2563},"help\u002Fcheckout\u002Fsave-a-card-on-file","W6WsKaJVa8BoqMa9qH9OamawmdGOO-Ll5OWSSJRTmWY",{"id":2579,"title":2580,"audience":8,"body":2581,"category":34,"description":2820,"draft":420,"extension":421,"icon":2821,"keywords":2822,"meta":2829,"navigation":425,"order":2830,"path":2831,"related":2832,"seo":2833,"stem":2834,"updatedAt":1423,"__hash__":2835},"help\u002Fhelp\u002Fcheckout\u002Fcreate-and-send-a-quote.md","Create and send a quote",{"type":133,"value":2582,"toc":2803},[2583,2586,2590,2669,2671,2684,2687,2691,2755,2758,2763,2765,2769,2776,2780,2783,2787,2793,2797],[136,2584,2585],{},"When a caller asks \"what would it cost to…\", build a quote: price one or more service combinations, then text or email them a link. The client sees a branded estimate and books the option they want — the quote converts into an appointment, not a bill.",[145,2587,2589],{"id":2588},"how-do-i-quote-a-price-for-a-caller","How do I quote a price for a caller?",[808,2591,2592,2596,2604,2608,2619,2623,2632,2636,2650,2654],{},[552,2593,2595],{"id":2594},"start-a-quote","Start a quote",[136,2597,2039,2598,1508,2601,143],{},[140,2599,2600],{},"POS → Quotes",[140,2602,2603],{},"New quote",[552,2605,2607],{"id":2606},"price-the-first-option","Price the first option",[136,2609,2610,2611,2614,2615,2618],{},"Pick the services the caller asked about — subtotal, any ",[140,2612,2613],{},"Deal",", tax and total price live as you build. Give the option a headline with ",[140,2616,2617],{},"Option label"," if the service names alone don't tell the story.",[552,2620,2622],{"id":2621},"add-alternatives-if-useful","Add alternatives if useful",[136,2624,2625,2628,2629,143],{},[140,2626,2627],{},"Set aside & price another option"," starts a second combination — \"the express version vs the full course\" — up to six options on one quote. When you're done, ",[140,2630,2631],{},"Continue to send",[552,2633,2635],{"id":2634},"say-who-its-for","Say who it's for",[136,2637,2638,2641,2642,2645,2646,2649],{},[140,2639,2640],{},"Who is this for?"," — toggle ",[140,2643,2644],{},"New caller"," (name + phone) or ",[140,2647,2648],{},"Existing client"," (search by name, phone, or email).",[552,2651,2653],{"id":2652},"confirm-consent-and-send","Confirm consent and send",[136,2655,2656,2657,2660,2661,2664,2665,2668],{},"Tick ",[140,2658,2659],{},"The caller asked us to text this estimate"," — it's required; estimates only go to people who asked. Press ",[140,2662,2663],{},"Send quote",". It texts the link, falling back to email when there's no SMS consent, and you can always ",[140,2666,2667],{},"Copy link"," and share it yourself.",[145,2670,2212],{"id":2211},[136,2672,2215,2673,2676,2677,2680,2681,2058],{},[140,2674,2675],{},"Your estimate"," page: each option with its services, durations, any deal, and the price breakdown, plus \"Valid through {date}\" and a disclaimer that final pricing may vary with the consultation. One option ends in ",[140,2678,2679],{},"Book now","; several become a pick-one list with a ",[140,2682,2683],{},"Book {option} — {total}",[136,2685,2686],{},"Booking an option deep-links into your online booking flow with the choice carried along. Once any option is booked, the whole quote closes — the other options stop offering booking.",[145,2688,2690],{"id":2689},"quote-statuses","Quote statuses",[222,2692,2693,2703],{},[225,2694,2695],{},[228,2696,2697,2700],{},[231,2698,2699],{},"Status",[231,2701,2702],{},"Meaning",[238,2704,2705,2715,2725,2735,2745],{},[228,2706,2707,2712],{},[243,2708,2709],{},[140,2710,2711],{},"Draft",[243,2713,2714],{},"Built but not delivered (delivery failed — copy the link instead)",[228,2716,2717,2722],{},[243,2718,2719],{},[140,2720,2721],{},"Sent",[243,2723,2724],{},"Delivered by text or email",[228,2726,2727,2732],{},[243,2728,2729],{},[140,2730,2731],{},"Viewed",[243,2733,2734],{},"The client opened the link",[228,2736,2737,2742],{},[243,2738,2739],{},[140,2740,2741],{},"Booked",[243,2743,2744],{},"An option was booked — the quote's job is done",[228,2746,2747,2752],{},[243,2748,2749],{},[140,2750,2751],{},"Expired",[243,2753,2754],{},"Passed its valid-through date (30 days, or sooner when an included deal ends first)",[136,2756,2757],{},"An expired quote isn't a dead end for the client — the page invites them to get in touch for a fresh estimate.",[209,2759,2760],{},[136,2761,2762],{},"A quote can't be edited after sending — the price a client was shown stays the price they were shown. Need to change it? Build a new quote and send that.",[145,2764,1349],{"id":1348},[552,2766,2768],{"id":2767},"is-a-quote-a-payment-request","Is a quote a payment request?",[136,2770,2771,2772,2775],{},"No. Nothing is charged from a quote — booking the option runs your normal online-booking flow, including any deposit your ",[818,2773,2774],{"href":976},"payment policy"," requires there.",[552,2777,2779],{"id":2778},"why-does-it-say-it-emailed-instead-of-texting","Why does it say it emailed instead of texting?",[136,2781,2782],{},"The client has no SMS consent on file, so the estimate went by email instead — the send screen warns you beforehand.",[552,2784,2786],{"id":2785},"can-i-resend-a-quote","Can I resend a quote?",[136,2788,2789,2790,2792],{},"An unbooked, unexpired quote's link keeps working — grab it with ",[140,2791,2667],{}," on the send screen before closing the builder. The quotes list itself is read-only; once you've left the builder, the practical route is a fresh quote.",[552,2794,2796],{"id":2795},"the-caller-isnt-a-client-yet-do-i-have-to-create-them-first","The caller isn't a client yet — do I have to create them first?",[136,2798,2799,2800,2802],{},"No. Choose ",[140,2801,2644],{}," with a name and phone; a client record is created from the quote so the eventual booking lands on the right history.",{"title":409,"searchDepth":23,"depth":23,"links":2804},[2805,2812,2813,2814],{"id":2588,"depth":23,"text":2589,"children":2806},[2807,2808,2809,2810,2811],{"id":2594,"depth":33,"text":2595},{"id":2606,"depth":33,"text":2607},{"id":2621,"depth":33,"text":2622},{"id":2634,"depth":33,"text":2635},{"id":2652,"depth":33,"text":2653},{"id":2211,"depth":23,"text":2212},{"id":2689,"depth":23,"text":2690},{"id":1348,"depth":23,"text":1349,"children":2815},[2816,2817,2818,2819],{"id":2767,"depth":33,"text":2768},{"id":2778,"depth":33,"text":2779},{"id":2785,"depth":33,"text":2786},{"id":2795,"depth":33,"text":2796},"Price up to six options for a caller, text or email the estimate link, and let them book the option they choose — straight from the quote.","i-lucide-file-text",[2823,2824,2825,2826,2827,2828],"send price quote to client","estimate for caller salon","quote multiple options","text price estimate","quote expired what happens","convert quote to booking",{},110,"\u002Fhelp\u002Fcheckout\u002Fcreate-and-send-a-quote",[426,820,2144],{"title":2580,"description":2820},"help\u002Fcheckout\u002Fcreate-and-send-a-quote","DWJzRaydzE2hzP7L8hfRg5t0rJPsLthOA6hPSe65HsY",{"id":2837,"title":2838,"audience":8,"body":2839,"category":34,"description":3086,"draft":420,"extension":421,"icon":3087,"keywords":3088,"meta":3095,"navigation":425,"order":3096,"path":2144,"related":3097,"seo":3098,"stem":3099,"updatedAt":1195,"__hash__":3100},"help\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts.md","Find a past sale and resend a receipt",{"type":133,"value":2840,"toc":3071},[2841,2854,2858,2913,2916,2920,2923,2970,2973,2977,3007,3020,3030,3032,3036,3045,3049,3057,3061,3064,3068],[136,2842,2843,2844,2846,2847,1448,2850,2853],{},"Every sale lives in ",[140,2845,995],{}," (the Cart history page) — filter by date, status and client, and click a row to open its receipt or reopen the cart. From a receipt you can ",[140,2848,2849],{},"Email receipt",[140,2851,2852],{},"Print",", or start a refund.",[145,2855,2857],{"id":2856},"how-do-i-find-a-past-sale","How do I find a past sale?",[808,2859,2860,2864,2869,2873,2903,2907],{},[552,2861,2863],{"id":2862},"open-history","Open History",[136,2865,2866,2868],{},[140,2867,995],{}," defaults to the last 30 days of completed sales.",[552,2870,2872],{"id":2871},"filter","Filter",[136,2874,2875,2876,2879,2880,2883,2884,2886,2887,1448,2890,1448,2892,1863,2895,2898,2899,2902],{},"Set ",[140,2877,2878],{},"From"," \u002F ",[140,2881,2882],{},"To"," dates, pick a ",[140,2885,2699],{}," — ",[140,2888,2889],{},"Completed",[140,2891,2046],{},[140,2893,2894],{},"Open",[140,2896,2897],{},"Voided"," — and search with ",[140,2900,2901],{},"Find a client",". Filters live in the address bar, so a filtered view is bookmarkable, and report cells deep-link straight into the transactions behind them.",[552,2904,2906],{"id":2905},"open-the-row","Open the row",[136,2908,2909,2910,143],{},"A settled sale opens its receipt. Anything still owing or still open reopens in the POS instead — that's how you resume a draft or ",[818,2911,2912],{"href":1878},"collect an unpaid balance",[136,2914,2915],{},"Each row shows the client (or \"Walk-in\"), date, cashier, status, and the total — with \"owes\" flagged on unpaid sales. Sales are also reachable from the client's profile.",[145,2917,2919],{"id":2918},"resend-or-print-a-receipt","Resend or print a receipt",[136,2921,2922],{},"On the receipt page:",[222,2924,2925,2935],{},[225,2926,2927],{},[228,2928,2929,2932],{},[231,2930,2931],{},"Action",[231,2933,2934],{},"Notes",[238,2936,2937,2950,2959],{},[228,2938,2939,2943],{},[243,2940,2941],{},[140,2942,2849],{},[243,2944,2945,2946,2949],{},"Sends to the client's email; shows ",[140,2947,2948],{},"No email on file"," when there isn't one — you can supply an address for a walk-in",[228,2951,2952,2956],{},[243,2953,2954],{},[140,2955,2852],{},[243,2957,2958],{},"A clean print layout, ready for a counter printer",[228,2960,2961,2965],{},[243,2962,2963],{},[140,2964,1054],{},[243,2966,2967,2968],{},"Opens the refund panel, if you hold the refund permission — see ",[818,2969,984],{"href":429},[136,2971,2972],{},"The receipt email also carries a \"view this receipt online\" link — a private page showing the same receipt, so the client always has a copy without an account.",[145,2974,2976],{"id":2975},"what-a-receipt-shows","What a receipt shows",[136,2978,2979,2980,1448,2983,2985,2986,2989,2990,2993,2994,1448,2997,3000,3001,946,3004,143],{},"Business details and tax ID, date and reference, who served, each item with quantity and price, then the money block: ",[140,2981,2982],{},"Subtotal",[140,2984,1443],{}," (with the reason), ",[140,2987,2988],{},"Tax"," broken out per rate, ",[140,2991,2992],{},"Card processing fee"," if one applied, ",[140,2995,2996],{},"Tip",[140,2998,2999],{},"Total"," — and, after any refund, ",[140,3002,3003],{},"Refunded",[140,3005,3006],{},"Net paid",[136,3008,3009,3010,946,3013,3016,3017,3019],{},"Every tender prints as its own payment row — Card, Cash (with ",[140,3011,3012],{},"Cash tendered",[140,3014,3015],{},"Change given","), Gift card (with ",[140,3018,1857],{},"), Package, Membership, Payment link, Card on file — so a split or redeemed sale reads exactly as it happened.",[399,3021,3022],{},[136,3023,3024,3025,2879,3027,3029],{},"There's no separate refund receipt: a refund appears on the original receipt as ",[140,3026,3003],{},[140,3028,3006],{},", keeping the whole story of the sale on one document.",[145,3031,1349],{"id":1348},[552,3033,3035],{"id":3034},"the-client-wants-their-receipt-again-do-i-reprint-or-resend","The client wants their receipt again — do I reprint or resend?",[136,3037,3038,3039,3041,3042,3044],{},"Either. ",[140,3040,2849],{}," re-sends it; ",[140,3043,2852],{}," gives a paper copy. The online receipt link in the email keeps working too.",[552,3046,3048],{"id":3047},"what-does-the-unpaid-filter-show","What does the Unpaid filter show?",[136,3050,3051,3052,3054,3055,143],{},"Completed sales that still owe money — closed with ",[140,3053,385],{},". Click through to reopen and ",[140,3056,2057],{},[552,3058,3060],{"id":3059},"can-i-edit-a-completed-sale","Can I edit a completed sale?",[136,3062,3063],{},"No — completed sales are final. Correct money with a refund; correct the record by refunding and re-ringing.",[552,3065,3067],{"id":3066},"who-can-see-sales-history","Who can see sales history?",[136,3069,3070],{},"Anyone with POS view access. Refunding from a row additionally requires the refund permission, and voided sales require the void permission to create.",{"title":409,"searchDepth":23,"depth":23,"links":3072},[3073,3078,3079,3080],{"id":2856,"depth":23,"text":2857,"children":3074},[3075,3076,3077],{"id":2862,"depth":33,"text":2863},{"id":2871,"depth":33,"text":2872},{"id":2905,"depth":33,"text":2906},{"id":2918,"depth":23,"text":2919},{"id":2975,"depth":23,"text":2976},{"id":1348,"depth":23,"text":1349,"children":3081},[3082,3083,3084,3085],{"id":3034,"depth":33,"text":3035},{"id":3047,"depth":33,"text":3048},{"id":3059,"depth":33,"text":3060},{"id":3066,"depth":33,"text":3067},"Search sales history by date, status and client, reopen unpaid or draft sales, and resend a receipt by email, print it, or share its online link.","i-lucide-history",[3089,3090,3091,3092,3093,3094],"find a past sale","resend receipt to client","print receipt pos","unpaid sales list","what does the receipt show","reopen a sale",{},120,[426,429,1878],{"title":2838,"description":3086},"help\u002Fcheckout\u002Fsales-history-and-receipts","R1anek5zM3G5hiyuHZDTHWANQ70HinJjV-GIbt7M6rI",{"id":3102,"title":3103,"audience":8,"body":3104,"category":34,"description":3304,"draft":420,"extension":421,"icon":3305,"keywords":3306,"meta":3312,"navigation":425,"order":3313,"path":3314,"related":3315,"seo":3316,"stem":3317,"updatedAt":1423,"__hash__":3318},"help\u002Fhelp\u002Fcheckout\u002Fhandle-an-online-order.md","Handle an online store order",{"type":133,"value":3105,"toc":3290},[3106,3127,3131,3171,3218,3225,3229,3235,3252,3255,3257,3261,3264,3268,3271,3275,3280,3284],[136,3107,3108,3109,3112,3113,3116,3117,3120,3121,3116,3124,143],{},"Orders from your online shop land in ",[140,3110,3111],{},"POS → Online orders",", already paid. Your job is fulfilment: mark a pickup order ",[140,3114,3115],{},"Mark ready"," then ",[140,3118,3119],{},"Mark picked up",", or a shipment ",[140,3122,3123],{},"Mark shipped",[140,3125,3126],{},"Mark delivered",[145,3128,3130],{"id":3129},"how-do-i-fulfil-an-online-order","How do I fulfil an online order?",[808,3132,3133,3137,3145,3149,3161,3165],{},[552,3134,3136],{"id":3135},"open-the-queue","Open the queue",[136,3138,3139,3141,3142,143],{},[140,3140,3111],{}," lists every storefront order, newest first, with filter pills — ",[140,3143,3144],{},"All \u002F New \u002F Ready \u002F Shipped \u002F Completed \u002F Cancelled",[552,3146,3148],{"id":3147},"read-the-order","Read the order",[136,3150,3151,3152,1448,3155,1863,3158,143],{},"Each row shows the buyer, the items, the total, and a chip for how they chose to receive it: ",[140,3153,3154],{},"Pickup",[140,3156,3157],{},"Ship",[140,3159,3160],{},"Reserved for visit",[552,3162,3164],{"id":3163},"advance-it","Advance it",[136,3166,3167,3168,3170],{},"The action button matches the order type — one press per stage, and the order moves to ",[140,3169,2889],{}," at the end.",[222,3172,3173,3186],{},[225,3174,3175],{},[228,3176,3177,3180,3183],{},[231,3178,3179],{},"Order type",[231,3181,3182],{},"First action",[231,3184,3185],{},"Final action",[238,3187,3188,3204],{},[228,3189,3190,3196,3200],{},[243,3191,3192,2879,3194],{},[140,3193,3154],{},[140,3195,3160],{},[243,3197,3198],{},[140,3199,3115],{},[243,3201,3202],{},[140,3203,3119],{},[228,3205,3206,3210,3214],{},[243,3207,3208],{},[140,3209,3157],{},[243,3211,3212],{},[140,3213,3123],{},[243,3215,3216],{},[140,3217,3126],{},[136,3219,3220,3221,3224],{},"There is no accept step — an order only appears once its payment succeeded, so a ",[140,3222,3223],{},"New"," order is already yours to fulfil. Stock was deducted and the buyer's receipt emailed at the moment of payment.",[145,3226,3228],{"id":3227},"cancelling-and-refunding","Cancelling and refunding",[136,3230,3231,3234],{},[140,3232,3233],{},"Cancel"," is available on any order that isn't already completed or cancelled — and it's a status change only.",[209,3236,3237],{},[136,3238,3239,3240,3242,3243,3246,3247,3249,3250,143],{},"Cancelling an order does ",[140,3241,406],{}," refund the buyer or restock the items. Issue the refund from the sale itself — find it in ",[818,3244,3245],{"href":2144},"sales history",", open the refund panel, and tick ",[140,3248,1050],{}," on a full refund to return the stock. See ",[818,3251,984],{"href":429},[136,3253,3254],{},"Completed and cancelled orders are locked — there's no un-cancel or reopen.",[145,3256,1349],{"id":1348},[552,3258,3260],{"id":3259},"does-the-buyer-get-an-email-when-i-mark-the-order-ready-or-shipped","Does the buyer get an email when I mark the order ready or shipped?",[136,3262,3263],{},"No — status changes are internal bookkeeping. The buyer's only automatic email is the receipt at payment. If they need to know their order is ready, contact them directly.",[552,3265,3267],{"id":3266},"the-buyer-paid-wheres-the-money","The buyer paid — where's the money?",[136,3269,3270],{},"Settled to your connected payment processor at order time, like any card sale. The order shows in sales history alongside your in-store sales.",[552,3272,3274],{"id":3273},"an-item-in-the-order-is-actually-out-of-stock-what-do-i-do","An item in the order is actually out of stock — what do I do?",[136,3276,3277,3278,143],{},"The storefront checks stock at payment, but if you can't fulfil, refund the affected amount from the sale and contact the buyer. Then correct the stock record so the shop stops offering it — see ",[818,3279,1371],{"href":1370},[552,3281,3283],{"id":3282},"can-i-add-tracking-numbers-to-a-shipment","Can I add tracking numbers to a shipment?",[136,3285,3286,3287,3289],{},"Not currently — ",[140,3288,3123],{}," records the status only. Share tracking with the buyer directly.",{"title":409,"searchDepth":23,"depth":23,"links":3291},[3292,3297,3298],{"id":3129,"depth":23,"text":3130,"children":3293},[3294,3295,3296],{"id":3135,"depth":33,"text":3136},{"id":3147,"depth":33,"text":3148},{"id":3163,"depth":33,"text":3164},{"id":3227,"depth":23,"text":3228},{"id":1348,"depth":23,"text":1349,"children":3299},[3300,3301,3302,3303],{"id":3259,"depth":33,"text":3260},{"id":3266,"depth":33,"text":3267},{"id":3273,"depth":33,"text":3274},{"id":3282,"depth":33,"text":3283},"Work the online orders queue — mark pickup orders ready and collected, mark shipments shipped and delivered, and cancel or refund an order.","i-lucide-package",[3307,3308,3309,3310,3311],"fulfil online store order","mark order shipped","online order ready for pickup","cancel online order refund","shop orders queue",{},130,"\u002Fhelp\u002Fcheckout\u002Fhandle-an-online-order",[2144,429,1370],{"title":3103,"description":3304},"help\u002Fcheckout\u002Fhandle-an-online-order","1SPKWbjBr9hv60y8HiI187Ydv0VtSNIf2GrV8qbxP6w",{"id":3320,"title":3321,"audience":8,"body":3322,"category":34,"description":3480,"draft":420,"extension":421,"icon":3481,"keywords":3482,"meta":3489,"navigation":425,"order":3490,"path":1420,"related":3491,"seo":3492,"stem":3493,"updatedAt":1423,"__hash__":3494},"help\u002Fhelp\u002Fcheckout\u002Ftaxes-at-checkout.md","How taxes apply at checkout",{"type":133,"value":3323,"toc":3469},[3324,3331,3335,3392,3399,3403,3409,3413,3428,3433,3435,3439,3446,3450,3455,3459,3462,3466],[136,3325,3326,3327,3330],{},"Tax is applied automatically: every service and product line picks up its tax rate the moment it's added to the cart, from the rates configured under ",[140,3328,3329],{},"Settings → Tax rates",". Nothing is typed at the till — if a sale's tax looks wrong, the fix is in settings, not at checkout.",[145,3332,3334],{"id":3333},"where-does-each-lines-tax-rate-come-from","Where does each line's tax rate come from?",[222,3336,3337,3347],{},[225,3338,3339],{},[228,3340,3341,3344],{},[231,3342,3343],{},"Line type",[231,3345,3346],{},"Rate used",[238,3348,3349,3360,3370,3377,3384],{},[228,3350,3351,3354],{},[243,3352,3353],{},"Service",[243,3355,3356,3357],{},"The service's own tax rate if set, else the ",[140,3358,3359],{},"Default service tax",[228,3361,3362,3365],{},[243,3363,3364],{},"Product",[243,3366,1538,3367],{},[140,3368,3369],{},"Default product tax",[228,3371,3372,3374],{},[243,3373,307],{},[243,3375,3376],{},"The package's own rate if set, else the default service tax — packages are prepaid services",[228,3378,3379,3381],{},[243,3380,287],{},[243,3382,3383],{},"No tax — tax is charged when the card is spent, not when it's bought",[228,3385,3386,3389],{},[243,3387,3388],{},"Membership, tip, service charge",[243,3390,3391],{},"No tax",[136,3393,3394,3395,3398],{},"Rates are ",[140,3396,3397],{},"named",", and a rate can be composite — several components (say GST + PST) whose percentages add up to the rate charged. Prices in Owneli are tax-exclusive: tax is added on top and shown as its own line, never buried in the price.",[145,3400,3402],{"id":3401},"discounts-change-the-tax","Discounts change the tax",[136,3404,3405,3406,143],{},"Tax is calculated on the discounted amount, at both line and cart level — discount first, then tax. A comped line carries no tax. See ",[818,3407,3408],{"href":1662},"Apply a discount or deal",[145,3410,3412],{"id":3411},"what-you-see-at-the-till-and-on-the-receipt","What you see at the till and on the receipt",[153,3414,3415,3421],{},[156,3416,3417,3418,3420],{},"The checkout summary shows one ",[140,3419,2988],{}," row. On a mixed cart — some lines taxed, some not — an \"On …\" note names exactly which lines the tax applies to, so a part-taxed total never looks like an error.",[156,3422,3423,3424,3427],{},"The receipt breaks tax out ",[140,3425,3426],{},"per rate",", with composite rates expanded into their components — the split you need for remittance.",[399,3429,3430],{},[136,3431,3432],{},"The rate is stamped onto the line when it's added and snapshotted on the completed sale — changing a tax rate in settings affects future sales, and history keeps the tax that was actually charged.",[145,3434,1349],{"id":1348},[552,3436,3438],{"id":3437},"why-is-one-line-on-the-sale-not-taxed","Why is one line on the sale not taxed?",[136,3440,3441,3442,3445],{},"It's a line type that doesn't carry tax (gift card, membership, tip, service charge), or its service resolves to a \"No tax\" rate. The summary's \"On …\" note lists what ",[1717,3443,3444],{},"is"," taxed.",[552,3447,3449],{"id":3448},"can-i-change-the-tax-on-a-single-sale-at-the-register","Can I change the tax on a single sale at the register?",[136,3451,3452,3453,143],{},"No — there's no per-sale tax override at the POS. Tax follows the item's configured rate; fix the service's rate or the defaults under ",[140,3454,3329],{},[552,3456,3458],{"id":3457},"how-do-i-charge-two-taxes-like-gst-and-qst","How do I charge two taxes, like GST and QST?",[136,3460,3461],{},"Create one composite rate with both as components. The till charges the sum; the receipt and reports show the per-component split.",[552,3463,3465],{"id":3464},"is-tax-charged-on-a-gift-card-purchase","Is tax charged on a gift card purchase?",[136,3467,3468],{},"No. The card is stored value — tax applies later, on the items it's redeemed against. That's also why gift cards are excluded from cart discounts.",{"title":409,"searchDepth":23,"depth":23,"links":3470},[3471,3472,3473,3474],{"id":3333,"depth":23,"text":3334},{"id":3401,"depth":23,"text":3402},{"id":3411,"depth":23,"text":3412},{"id":1348,"depth":23,"text":1349,"children":3475},[3476,3477,3478,3479],{"id":3437,"depth":33,"text":3438},{"id":3448,"depth":33,"text":3449},{"id":3457,"depth":33,"text":3458},{"id":3464,"depth":33,"text":3465},"Where each line's tax rate comes from, how composite rates and discounts affect the maths, and how tax appears on the receipt.","i-lucide-percent",[3483,3484,3485,3486,3487,3488],"sales tax at checkout","why is tax wrong on sale","service tax vs product tax","composite tax rate gst pst","tax on discounted price","no tax on gift card",{},140,[426,1662,2144],{"title":3321,"description":3480},"help\u002Fcheckout\u002Ftaxes-at-checkout","1q9PYk29k5R4ZH5U1bP7hlsSB29G8dX_pXMQBu_AXQw",{"id":3496,"title":3497,"audience":8,"body":3498,"category":34,"description":3721,"draft":420,"extension":421,"icon":3722,"keywords":3723,"meta":3729,"navigation":425,"order":3730,"path":3731,"related":3732,"seo":3733,"stem":3734,"updatedAt":1423,"__hash__":3735},"help\u002Fhelp\u002Fcheckout\u002Fsurcharges-and-service-charges.md","Card surcharges, cash discounts, and service charges",{"type":133,"value":3499,"toc":3710},[3500,3521,3525,3612,3622,3626,3645,3652,3657,3661,3677,3679,3683,3686,3690,3696,3700,3703,3707],[136,3501,3502,3503,3506,3507,3510,3511,3513,3514,3516,3517,3520],{},"Owneli offers two ways to pass card costs on — a ",[140,3504,3505],{},"card surcharge"," added to card payments, or a ",[140,3508,3509],{},"cash discount"," taken off non-card ones — plus a separate ",[140,3512,200],{}," action for a flat fee line on any sale. Configure the card-fee mode under ",[140,3515,921],{},", in the payment policy's ",[140,3518,3519],{},"Card fees"," section.",[145,3522,3524],{"id":3523},"whats-the-difference-between-a-surcharge-and-a-cash-discount","What's the difference between a surcharge and a cash discount?",[222,3526,3527,3543],{},[225,3528,3529],{},[228,3530,3531,3533,3538],{},[231,3532],{},[231,3534,3535],{},[140,3536,3537],{},"Surcharge",[231,3539,3540],{},[140,3541,3542],{},"Cash discount",[238,3544,3545,3563,3574,3585,3600],{},[228,3546,3547,3550,3557],{},[243,3548,3549],{},"What happens",[243,3551,3552,3553,3556],{},"A percentage is ",[140,3554,3555],{},"added"," when the client pays by card",[243,3558,3552,3559,3562],{},[140,3560,3561],{},"taken off"," when they don't",[228,3564,3565,3568,3571],{},[243,3566,3567],{},"Cap",[243,3569,3570],{},"3% maximum",[243,3572,3573],{},"No cap",[228,3575,3576,3579,3582],{},[243,3577,3578],{},"Legal guard",[243,3580,3581],{},"Disabled in Connecticut and Massachusetts, and until you confirm card-network registration",[243,3583,3584],{},"None",[228,3586,3587,3590,3593],{},[243,3588,3589],{},"At the till",[243,3591,3592],{},"Automatic on card tenders",[243,3594,3595,3596,3599],{},"A green chip — ",[140,3597,3598],{},"Apply {pct}% cash discount"," — the cashier taps",[228,3601,3602,3604,3609],{},[243,3603,1848],{},[243,3605,3606,3607],{},"Its own labelled row, e.g. ",[140,3608,2992],{},[243,3610,3611],{},"An ordinary discount with your configured label",[136,3613,3614,3615,946,3618,3621],{},"Both use the ",[140,3616,3617],{},"Card fee percentage",[140,3619,3620],{},"Receipt label"," you configure; per-location overrides replace the business setting wholesale.",[145,3623,3625],{"id":3624},"how-the-surcharge-is-applied","How the surcharge is applied",[153,3627,3628,3637,3642],{},[156,3629,3630,3632,3633,3636],{},[140,3631,257],{}," payments: surcharged by default, because Owneli can't see whether the tapped card was credit or debit. If it was debit, tick ",[140,3634,3635],{},"Debit card — waive the fee"," before charging.",[156,3638,3639,3641],{},[140,3640,247],{},": surcharged only when the saved card is a credit card — debit cards on file are never surcharged.",[156,3643,3644],{},"Cash, check, gift card, package and membership tenders: never surcharged.",[136,3646,3647,3648,3651],{},"The disclosure is up front: before you charge, the screen shows the fee line and ",[140,3649,3650],{},"Total charged to card"," — payment plus tip plus surcharge — and the charge button reads that full amount. The percentage is computed server-side from your policy, so a stale screen can't over- or under-charge.",[209,3653,3654],{},[136,3655,3656],{},"Surcharging is regulated. Owneli enforces the 3% cap and the state exclusions, and won't surcharge until you've acknowledged card-network registration — but confirming what's lawful for your business is on you.",[145,3658,3660],{"id":3659},"service-charges","Service charges",[136,3662,3663,3666,3667,3670,3671,3673,3674,143],{},[140,3664,3665],{},"⋮ → Add service charge"," on a sale opens a small panel: a ",[140,3668,3669],{},"Charge label"," (default \"Service charge\") and an ",[140,3672,1528],{},", added as its own cart line — use it for an event gratuity, a call-out fee, or any flat charge. It prints as a normal line item, carries no tax, and isn't a tip — it doesn't enter ",[818,3675,3676],{"href":428},"tip splits",[145,3678,1349],{"id":1348},[552,3680,3682],{"id":3681},"why-wasnt-the-surcharge-added-to-a-card-payment","Why wasn't the surcharge added to a card payment?",[136,3684,3685],{},"Either the card-fee mode is off, the saved card was debit, someone ticked the debit waiver, or your location's rules (state exclusion, missing registration acknowledgement) disable it.",[552,3687,3689],{"id":3688},"is-the-surcharge-applied-to-the-tip","Is the surcharge applied to the tip?",[136,3691,3692,3693,3695],{},"The surcharge percentage applies to the card payment amount; ",[140,3694,3650],{}," shows exactly what will land on the card before you commit.",[552,3697,3699],{"id":3698},"can-the-cash-discount-apply-automatically","Can the cash discount apply automatically?",[136,3701,3702],{},"No — it's a one-tap chip at the till, and it only offers itself when no other manual discount is on the sale. It applies as a normal percentage discount, so tax recalculates correctly.",[552,3704,3706],{"id":3705},"is-a-service-charge-shared-with-providers-like-a-tip","Is a service charge shared with providers like a tip?",[136,3708,3709],{},"No. A service charge is revenue on the sale, deliberately unattributed — if the client meant it as gratuity, take it as a tip instead so it flows through tip splits.",{"title":409,"searchDepth":23,"depth":23,"links":3711},[3712,3713,3714,3715],{"id":3523,"depth":23,"text":3524},{"id":3624,"depth":23,"text":3625},{"id":3659,"depth":23,"text":3660},{"id":1348,"depth":23,"text":1349,"children":3716},[3717,3718,3719,3720],{"id":3681,"depth":33,"text":3682},{"id":3688,"depth":33,"text":3689},{"id":3698,"depth":33,"text":3699},{"id":3705,"depth":33,"text":3706},"Pass card processing costs on with a surcharge or cash discount, add a service charge line, and see how each prints on the receipt.","i-lucide-receipt-text",[3724,3725,3726,3727,3728],"card surcharge at checkout","credit card processing fee customer","cash discount program","add service charge to sale","waive surcharge debit card",{},150,"\u002Fhelp\u002Fcheckout\u002Fsurcharges-and-service-charges",[426,428,2144],{"title":3497,"description":3721},"help\u002Fcheckout\u002Fsurcharges-and-service-charges","Ph19E93Gj6m_UCytcq9N-0G_9zku4InNOZJFYBae318",[],1790210901802]