[{"data":1,"prerenderedAt":1178},["ShallowReactive",2],{"help:\u002Fhelp\u002Fcheckout\u002Fsurcharges-and-service-charges":3,"help-all-categories":282,"help-cat-articles:\u002Fhelp\u002Fcheckout\u002Fsurcharges-and-service-charges":402,"help-related:\u002Fhelp\u002Fcheckout\u002Fsurcharges-and-service-charges":403},{"id":4,"title":5,"audience":6,"body":7,"category":260,"description":261,"draft":262,"extension":263,"icon":264,"keywords":265,"meta":271,"navigation":272,"order":273,"path":274,"related":275,"seo":278,"stem":279,"updatedAt":280,"__hash__":281},"help\u002Fhelp\u002Fcheckout\u002Fsurcharges-and-service-charges.md","Card surcharges, cash discounts, and service charges","clinic",{"type":8,"value":9,"toc":246},"minimark",[10,35,40,135,146,150,173,180,186,190,210,214,219,222,226,232,236,239,243],[11,12,13,14,18,19,22,23,26,27,30,31,34],"p",{},"Owneli offers two ways to pass card costs on — a ",[15,16,17],"strong",{},"card surcharge"," added to card payments, or a ",[15,20,21],{},"cash discount"," taken off non-card ones — plus a separate ",[15,24,25],{},"Add service charge"," action for a flat fee line on any sale. Configure the card-fee mode under ",[15,28,29],{},"Settings → Payments",", in the payment policy's ",[15,32,33],{},"Card fees"," section.",[36,37,39],"h2",{"id":38},"whats-the-difference-between-a-surcharge-and-a-cash-discount","What's the difference between a surcharge and a cash discount?",[41,42,43,62],"table",{},[44,45,46],"thead",{},[47,48,49,52,57],"tr",{},[50,51],"th",{},[50,53,54],{},[15,55,56],{},"Surcharge",[50,58,59],{},[15,60,61],{},"Cash discount",[63,64,65,84,95,106,121],"tbody",{},[47,66,67,71,78],{},[68,69,70],"td",{},"What happens",[68,72,73,74,77],{},"A percentage is ",[15,75,76],{},"added"," when the client pays by card",[68,79,73,80,83],{},[15,81,82],{},"taken off"," when they don't",[47,85,86,89,92],{},[68,87,88],{},"Cap",[68,90,91],{},"3% maximum",[68,93,94],{},"No cap",[47,96,97,100,103],{},[68,98,99],{},"Legal guard",[68,101,102],{},"Disabled in Connecticut and Massachusetts, and until you confirm card-network registration",[68,104,105],{},"None",[47,107,108,111,114],{},[68,109,110],{},"At the till",[68,112,113],{},"Automatic on card tenders",[68,115,116,117,120],{},"A green chip — ",[15,118,119],{},"Apply {pct}% cash discount"," — the cashier taps",[47,122,123,126,132],{},[68,124,125],{},"On the receipt",[68,127,128,129],{},"Its own labelled row, e.g. ",[15,130,131],{},"Card processing fee",[68,133,134],{},"An ordinary discount with your configured label",[11,136,137,138,141,142,145],{},"Both use the ",[15,139,140],{},"Card fee percentage"," and ",[15,143,144],{},"Receipt label"," you configure; per-location overrides replace the business setting wholesale.",[36,147,149],{"id":148},"how-the-surcharge-is-applied","How the surcharge is applied",[151,152,153,164,170],"ul",{},[154,155,156,159,160,163],"li",{},[15,157,158],{},"External terminal"," payments: surcharged by default, because Owneli can't see whether the tapped card was credit or debit. If it was debit, tick ",[15,161,162],{},"Debit card — waive the fee"," before charging.",[154,165,166,169],{},[15,167,168],{},"Card on file",": surcharged only when the saved card is a credit card — debit cards on file are never surcharged.",[154,171,172],{},"Cash, check, gift card, package and membership tenders: never surcharged.",[11,174,175,176,179],{},"The disclosure is up front: before you charge, the screen shows the fee line and ",[15,177,178],{},"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.",[181,182,183],"warning",{},[11,184,185],{},"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.",[36,187,189],{"id":188},"service-charges","Service charges",[11,191,192,195,196,199,200,203,204,209],{},[15,193,194],{},"⋮ → Add service charge"," on a sale opens a small panel: a ",[15,197,198],{},"Charge label"," (default \"Service charge\") and an ",[15,201,202],{},"Amount",", 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 ",[205,206,208],"a",{"href":207},"\u002Fhelp\u002Fcheckout\u002Ftips","tip splits",".",[36,211,213],{"id":212},"common-questions","Common questions",[215,216,218],"h3",{"id":217},"why-wasnt-the-surcharge-added-to-a-card-payment","Why wasn't the surcharge added to a card payment?",[11,220,221],{},"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.",[215,223,225],{"id":224},"is-the-surcharge-applied-to-the-tip","Is the surcharge applied to the tip?",[11,227,228,229,231],{},"The surcharge percentage applies to the card payment amount; ",[15,230,178],{}," shows exactly what will land on the card before you commit.",[215,233,235],{"id":234},"can-the-cash-discount-apply-automatically","Can the cash discount apply automatically?",[11,237,238],{},"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.",[215,240,242],{"id":241},"is-a-service-charge-shared-with-providers-like-a-tip","Is a service charge shared with providers like a tip?",[11,244,245],{},"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":247,"searchDepth":248,"depth":248,"links":249},"",2,[250,251,252,253],{"id":38,"depth":248,"text":39},{"id":148,"depth":248,"text":149},{"id":188,"depth":248,"text":189},{"id":212,"depth":248,"text":213,"children":254},[255,257,258,259],{"id":217,"depth":256,"text":218},3,{"id":224,"depth":256,"text":225},{"id":234,"depth":256,"text":235},{"id":241,"depth":256,"text":242},"checkout","Pass card processing costs on with a surcharge or cash discount, add a service charge line, and see how each prints on the receipt.",false,"md","i-lucide-receipt-text",[266,267,268,269,270],"card surcharge at checkout","credit card processing fee customer","cash discount program","add service charge to sale","waive surcharge debit card",{},true,150,"\u002Fhelp\u002Fcheckout\u002Fsurcharges-and-service-charges",[276,207,277],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts",{"title":5,"description":261},"help\u002Fcheckout\u002Fsurcharges-and-service-charges","2026-08-14","Ph19E93Gj6m_UCytcq9N-0G_9zku4InNOZJFYBae318",[283,294,303,311,321,331,341,351,361,371,381,392],{"id":284,"title":285,"audience":6,"description":286,"extension":287,"icon":288,"meta":289,"order":290,"slug":291,"stem":292,"__hash__":293},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","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":295,"title":296,"audience":6,"description":297,"extension":287,"icon":298,"meta":299,"order":248,"slug":300,"stem":301,"__hash__":302},"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",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":304,"title":305,"audience":6,"description":306,"extension":287,"icon":307,"meta":308,"order":256,"slug":260,"stem":309,"__hash__":310},"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",{},"help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":312,"title":313,"audience":6,"description":314,"extension":287,"icon":315,"meta":316,"order":317,"slug":318,"stem":319,"__hash__":320},"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":322,"title":323,"audience":6,"description":324,"extension":287,"icon":325,"meta":326,"order":327,"slug":328,"stem":329,"__hash__":330},"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":332,"title":333,"audience":6,"description":334,"extension":287,"icon":335,"meta":336,"order":337,"slug":338,"stem":339,"__hash__":340},"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":342,"title":343,"audience":6,"description":344,"extension":287,"icon":345,"meta":346,"order":347,"slug":348,"stem":349,"__hash__":350},"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":352,"title":353,"audience":6,"description":354,"extension":287,"icon":355,"meta":356,"order":357,"slug":358,"stem":359,"__hash__":360},"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":362,"title":363,"audience":6,"description":364,"extension":287,"icon":365,"meta":366,"order":367,"slug":368,"stem":369,"__hash__":370},"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":372,"title":373,"audience":6,"description":374,"extension":287,"icon":375,"meta":376,"order":377,"slug":378,"stem":379,"__hash__":380},"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":382,"title":383,"audience":384,"description":385,"extension":287,"icon":386,"meta":387,"order":388,"slug":389,"stem":390,"__hash__":391},"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":393,"title":394,"audience":384,"description":395,"extension":287,"icon":396,"meta":397,"order":398,"slug":399,"stem":400,"__hash__":401},"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",[],[404,687,901],{"id":405,"title":406,"audience":6,"body":407,"category":260,"description":676,"draft":262,"extension":263,"icon":677,"keywords":678,"meta":679,"navigation":272,"order":377,"path":276,"related":680,"seo":683,"stem":684,"updatedAt":685,"__hash__":686},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md","Take a payment",{"type":8,"value":408,"toc":666},[409,415,419,422,433,443,447,450,453,456,475,480,484,487,589,603,607,610,613,616,619,625,628,632,635,639,649,653,656],[11,410,411,412,209],{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[15,413,414],{},"Cart → Tip → Payment",[36,416,418],{"id":417},"start-a-sale","Start a sale",[11,420,421],{},"Two ways in:",[151,423,424,430],{},[154,425,426,429],{},[15,427,428],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[154,431,432],{},"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.",[11,434,435,436,439,440,209],{},"An open sale can be left and picked up later: ",[15,437,438],{},"Save as draft"," parks it, and you resume it from ",[15,441,442],{},"POS",[36,444,446],{"id":445},"build-the-cart","Build the cart",[11,448,449],{},"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.",[11,451,452],{},"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.",[11,454,455],{},"From the sale menu you can also:",[151,457,458,464,469],{},[154,459,460,463],{},[15,461,462],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[154,465,466,468],{},[15,467,25],{}," — an auto-gratuity or surcharge line, if your business uses them.",[154,470,471,474],{},[15,472,473],{},"Add a sale note"," — internal, kept with the sale.",[181,476,477],{},[11,478,479],{},"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.",[36,481,483],{"id":482},"choose-a-tender","Choose a tender",[11,485,486],{},"Only the tenders that can actually settle this sale are offered:",[41,488,489,499],{},[44,490,491],{},[47,492,493,496],{},[50,494,495],{},"Tender",[50,497,498],{},"What it is",[63,500,501,510,519,529,539,549,559,569,579],{},[47,502,503,507],{},[68,504,505],{},[15,506,168],{},[68,508,509],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[47,511,512,516],{},[68,513,514],{},[15,515,158],{},[68,517,518],{},"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.",[47,520,521,526],{},[68,522,523],{},[15,524,525],{},"Cash",[68,527,528],{},"Enter what they handed over; change due is calculated for you.",[47,530,531,536],{},[68,532,533],{},[15,534,535],{},"Check",[68,537,538],{},"Recorded like cash.",[47,540,541,546],{},[68,542,543],{},[15,544,545],{},"Gift card",[68,547,548],{},"Enter the code. The card's balance is applied, capped at the balance.",[47,550,551,556],{},[68,552,553],{},[15,554,555],{},"Membership balance",[68,557,558],{},"Spend down an account-balance membership's wallet.",[47,560,561,566],{},[68,562,563],{},[15,564,565],{},"Package",[68,567,568],{},"Redeem a prepaid session against an eligible service line.",[47,570,571,576],{},[68,572,573],{},[15,574,575],{},"Membership",[68,577,578],{},"Redeem an included session from a service-credit membership.",[47,580,581,586],{},[68,582,583],{},[15,584,585],{},"Self checkout",[68,587,588],{},"Text or email a secure link — the client enters their own card on your branded page.",[590,591,592],"note",{},[11,593,594,595,598,599,602],{},"A cart that ",[15,596,597],{},"sells"," a gift card can't be ",[15,600,601],{},"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.",[36,604,606],{"id":605},"splitting-across-tenders","Splitting across tenders",[11,608,609],{},"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.",[11,611,612],{},"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.",[11,614,615],{},"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.",[36,617,585],{"id":618},"self-checkout",[11,620,621,622,624],{},"Choose ",[15,623,585],{},", 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.",[11,626,627],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[36,629,631],{"id":630},"card-surcharges","Card surcharges",[11,633,634],{},"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.",[36,636,638],{"id":637},"when-the-client-cant-pay-today","When the client can't pay today",[11,640,641,644,645,648],{},[15,642,643],{},"Save as unpaid"," completes the sale and leaves the balance owing. The sale shows as ",[15,646,647],{},"Completed · balance due",", and you collect the balance later from the same sale.",[36,650,652],{"id":651},"close-out","Close out",[11,654,655],{},"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.",[657,658,659],"tip",{},[11,660,661,662,665],{},"Cancelling a sale voids the cart and its lines. It does ",[15,663,664],{},"not"," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":247,"searchDepth":248,"depth":248,"links":667},[668,669,670,671,672,673,674,675],{"id":417,"depth":248,"text":418},{"id":445,"depth":248,"text":446},{"id":482,"depth":248,"text":483},{"id":605,"depth":248,"text":606},{"id":618,"depth":248,"text":585},{"id":630,"depth":248,"text":631},{"id":637,"depth":248,"text":638},{"id":651,"depth":248,"text":652},"Build a cart, apply a discount, pick a tender, split across several — and what to do when the client can't pay today.","i-lucide-receipt",[],{},[207,681,682],"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":406,"description":676},"help\u002Fcheckout\u002Ftake-a-payment","2026-07-26","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",{"id":688,"title":689,"audience":6,"body":690,"category":260,"description":892,"draft":262,"extension":263,"icon":893,"keywords":894,"meta":895,"navigation":272,"order":388,"path":207,"related":896,"seo":898,"stem":899,"updatedAt":685,"__hash__":900},"help\u002Fhelp\u002Fcheckout\u002Ftips.md","Tips and tip splits",{"type":8,"value":691,"toc":882},[692,698,702,707,761,766,770,777,803,807,814,820,824,830,842,846,852,856,859,863,877],[11,693,694,695,697],{},"Tipping is the middle step of checkout: ",[15,696,414],{},". The client is offered the option; nothing is ever added on their behalf.",[36,699,701],{"id":700},"configure-the-prompt","Configure the prompt",[11,703,704],{},[15,705,706],{},"Settings → Payments → Tips",[41,708,709,719],{},[44,710,711],{},[47,712,713,716],{},[50,714,715],{},"Setting",[50,717,718],{},"What it does",[63,720,721,731,741,751],{},[47,722,723,728],{},[68,724,725],{},[15,726,727],{},"Allow tips",[68,729,730],{},"Shows the tip step at checkout. It only offers the choice — it never adds a charge.",[47,732,733,738],{},[68,734,735],{},[15,736,737],{},"Suggested amounts",[68,739,740],{},"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.",[47,742,743,748],{},[68,744,745],{},[15,746,747],{},"Suggested amount is based on",[68,749,750],{},"Subtotal before tax, or total after tax. This only changes the arithmetic behind the suggestions.",[47,752,753,758],{},[68,754,755],{},[15,756,757],{},"Include retail products",[68,759,760],{},"Whether products count toward the suggested amount, or only services do.",[590,762,763],{},[11,764,765],{},"There is no automatic, default or mandatory tip anywhere in Owneli. Turning tips on shows the option; the client decides.",[36,767,769],{"id":768},"splitting-between-providers","Splitting between providers",[11,771,772,773,776],{},"When more than one team member worked the visit, the tip has to be divided. Pick the default under ",[15,774,775],{},"Default split between providers",":",[151,778,779,785,791,797],{},[154,780,781,784],{},[15,782,783],{},"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.",[154,786,787,790],{},[15,788,789],{},"By service value"," — proportional to the price of the services each provider performed.",[154,792,793,796],{},[15,794,795],{},"Equal"," — split evenly between everyone on the visit.",[154,798,799,802],{},[15,800,801],{},"Primary provider only"," — the whole tip goes to the appointment's main provider.",[215,804,806],{"id":805},"adjusting-the-split-at-the-till","Adjusting the split at the till",[11,808,809,810,813],{},"On an appointment sale with more than one provider, the cashier can open ",[15,811,812],{},"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.",[11,815,816,817,819],{},"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 ",[15,818,664],{}," block the sale — the automatic split runs as a safety net.",[36,821,823],{"id":822},"sales-with-no-provider","Sales with no provider",[11,825,826,827,776],{},"A retail-only or walk-in sale isn't linked to a provider. Choose who earns those tips under ",[15,828,829],{},"Tips with no service provider",[151,831,832,837],{},[154,833,834],{},[15,835,836],{},"The cashier who rang the sale",[154,838,839],{},[15,840,841],{},"A shared house \u002F unassigned pool",[36,843,845],{"id":844},"tipping-out-support-staff","Tipping out support staff",[11,847,848,851],{},[15,849,850],{},"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.",[36,853,855],{"id":854},"tips-and-credit-tenders","Tips and credit tenders",[11,857,858],{},"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.",[36,860,862],{"id":861},"where-the-money-shows-up","Where the money shows up",[151,864,865,871],{},[154,866,867,870],{},[15,868,869],{},"Growth → Reports → Tips"," — tips by provider and by period, split cash versus card",[154,872,873,876],{},[15,874,875],{},"Growth → Reports → Payroll"," — tips alongside hours for the pay run",[657,878,879],{},[11,880,881],{},"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":247,"searchDepth":248,"depth":248,"links":883},[884,885,888,889,890,891],{"id":700,"depth":248,"text":701},{"id":768,"depth":248,"text":769,"children":886},[887],{"id":805,"depth":256,"text":806},{"id":822,"depth":248,"text":823},{"id":844,"depth":248,"text":845},{"id":854,"depth":248,"text":855},{"id":861,"depth":248,"text":862},"How the tip prompt is configured, how a tip is divided between providers, and where the money shows up afterwards.","i-lucide-hand-coins",[],{},[276,897],"\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off",{"title":689,"description":892},"help\u002Fcheckout\u002Ftips","6oZfnJEMbDq5vi1XUOZ-PLbOQkHE7QJ3qMadaewMiH0",{"id":902,"title":903,"audience":6,"body":904,"category":260,"description":1162,"draft":262,"extension":263,"icon":1163,"keywords":1164,"meta":1171,"navigation":272,"order":1172,"path":277,"related":1173,"seo":1174,"stem":1175,"updatedAt":1176,"__hash__":1177},"help\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts.md","Find a past sale and resend a receipt",{"type":8,"value":905,"toc":1147},[906,921,925,985,988,992,995,1044,1047,1051,1081,1095,1105,1107,1111,1120,1124,1133,1137,1140,1144],[11,907,908,909,912,913,916,917,920],{},"Every sale lives in ",[15,910,911],{},"POS → Sales"," (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 ",[15,914,915],{},"Email receipt",", ",[15,918,919],{},"Print",", or start a refund.",[36,922,924],{"id":923},"how-do-i-find-a-past-sale","How do I find a past sale?",[926,927,928,932,937,941,974,978],"steps",{},[215,929,931],{"id":930},"open-history","Open History",[11,933,934,936],{},[15,935,911],{}," defaults to the last 30 days of completed sales.",[215,938,940],{"id":939},"filter","Filter",[11,942,943,944,947,948,951,952,955,956,916,959,916,962,965,966,969,970,973],{},"Set ",[15,945,946],{},"From"," \u002F ",[15,949,950],{},"To"," dates, pick a ",[15,953,954],{},"Status"," — ",[15,957,958],{},"Completed",[15,960,961],{},"Unpaid",[15,963,964],{},"Open",", or ",[15,967,968],{},"Voided"," — and search with ",[15,971,972],{},"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.",[215,975,977],{"id":976},"open-the-row","Open the row",[11,979,980,981,209],{},"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 ",[205,982,984],{"href":983},"\u002Fhelp\u002Fcheckout\u002Fsplit-and-partial-payments","collect an unpaid balance",[11,986,987],{},"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.",[36,989,991],{"id":990},"resend-or-print-a-receipt","Resend or print a receipt",[11,993,994],{},"On the receipt page:",[41,996,997,1007],{},[44,998,999],{},[47,1000,1001,1004],{},[50,1002,1003],{},"Action",[50,1005,1006],{},"Notes",[63,1008,1009,1022,1031],{},[47,1010,1011,1015],{},[68,1012,1013],{},[15,1014,915],{},[68,1016,1017,1018,1021],{},"Sends to the client's email; shows ",[15,1019,1020],{},"No email on file"," when there isn't one — you can supply an address for a walk-in",[47,1023,1024,1028],{},[68,1025,1026],{},[15,1027,919],{},[68,1029,1030],{},"A clean print layout, ready for a counter printer",[47,1032,1033,1038],{},[68,1034,1035],{},[15,1036,1037],{},"Refund",[68,1039,1040,1041],{},"Opens the refund panel, if you hold the refund permission — see ",[205,1042,1043],{"href":681},"Refunds and the cash drawer",[11,1045,1046],{},"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.",[36,1048,1050],{"id":1049},"what-a-receipt-shows","What a receipt shows",[11,1052,1053,1054,916,1057,1060,1061,1064,1065,1067,1068,916,1071,1074,1075,141,1078,209],{},"Business details and tax ID, date and reference, who served, each item with quantity and price, then the money block: ",[15,1055,1056],{},"Subtotal",[15,1058,1059],{},"Discount"," (with the reason), ",[15,1062,1063],{},"Tax"," broken out per rate, ",[15,1066,131],{}," if one applied, ",[15,1069,1070],{},"Tip",[15,1072,1073],{},"Total"," — and, after any refund, ",[15,1076,1077],{},"Refunded",[15,1079,1080],{},"Net paid",[11,1082,1083,1084,141,1087,1090,1091,1094],{},"Every tender prints as its own payment row — Card, Cash (with ",[15,1085,1086],{},"Cash tendered",[15,1088,1089],{},"Change given","), Gift card (with ",[15,1092,1093],{},"Gift card balance remaining","), Package, Membership, Payment link, Card on file — so a split or redeemed sale reads exactly as it happened.",[657,1096,1097],{},[11,1098,1099,1100,947,1102,1104],{},"There's no separate refund receipt: a refund appears on the original receipt as ",[15,1101,1077],{},[15,1103,1080],{},", keeping the whole story of the sale on one document.",[36,1106,213],{"id":212},[215,1108,1110],{"id":1109},"the-client-wants-their-receipt-again-do-i-reprint-or-resend","The client wants their receipt again — do I reprint or resend?",[11,1112,1113,1114,1116,1117,1119],{},"Either. ",[15,1115,915],{}," re-sends it; ",[15,1118,919],{}," gives a paper copy. The online receipt link in the email keeps working too.",[215,1121,1123],{"id":1122},"what-does-the-unpaid-filter-show","What does the Unpaid filter show?",[11,1125,1126,1127,1129,1130,209],{},"Completed sales that still owe money — closed with ",[15,1128,643],{},". Click through to reopen and ",[15,1131,1132],{},"Collect payment",[215,1134,1136],{"id":1135},"can-i-edit-a-completed-sale","Can I edit a completed sale?",[11,1138,1139],{},"No — completed sales are final. Correct money with a refund; correct the record by refunding and re-ringing.",[215,1141,1143],{"id":1142},"who-can-see-sales-history","Who can see sales history?",[11,1145,1146],{},"Anyone with POS view access. Refunding from a row additionally requires the refund permission, and voided sales require the void permission to create.",{"title":247,"searchDepth":248,"depth":248,"links":1148},[1149,1154,1155,1156],{"id":923,"depth":248,"text":924,"children":1150},[1151,1152,1153],{"id":930,"depth":256,"text":931},{"id":939,"depth":256,"text":940},{"id":976,"depth":256,"text":977},{"id":990,"depth":248,"text":991},{"id":1049,"depth":248,"text":1050},{"id":212,"depth":248,"text":213,"children":1157},[1158,1159,1160,1161],{"id":1109,"depth":256,"text":1110},{"id":1122,"depth":256,"text":1123},{"id":1135,"depth":256,"text":1136},{"id":1142,"depth":256,"text":1143},"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",[1165,1166,1167,1168,1169,1170],"find a past sale","resend receipt to client","print receipt pos","unpaid sales list","what does the receipt show","reopen a sale",{},120,[276,681,983],{"title":903,"description":1162},"help\u002Fcheckout\u002Fsales-history-and-receipts","2026-09-01","R1anek5zM3G5hiyuHZDTHWANQ70HinJjV-GIbt7M6rI",1790218957859]