[{"data":1,"prerenderedAt":1107},["ShallowReactive",2],{"help:\u002Fhelp\u002Fretail\u002Ffix-a-failed-membership-payment":3,"help-all-categories":226,"help-cat-articles:\u002Fhelp\u002Fretail\u002Ffix-a-failed-membership-payment":345,"help-related:\u002Fhelp\u002Fretail\u002Ffix-a-failed-membership-payment":346},{"id":4,"title":5,"audience":6,"body":7,"category":203,"description":204,"draft":205,"extension":206,"icon":207,"keywords":208,"meta":215,"navigation":216,"order":217,"path":218,"related":219,"seo":222,"stem":223,"updatedAt":224,"__hash__":225},"help\u002Fhelp\u002Fretail\u002Ffix-a-failed-membership-payment.md","Fix a failed membership payment","clinic",{"type":8,"value":9,"toc":186},"minimark",[10,23,28,89,92,98,102,144,150,154,161,165,169,172,176,179,183],[11,12,13,14,18,19,22],"p",{},"When a membership's automatic renewal charge fails, the membership moves to ",[15,16,17],"strong",{},"Past due"," and Owneli retries the card on a smart schedule — about four attempts over seven days — emailing the client after each failure. If every attempt fails, the membership lapses to ",[15,20,21],{},"Expired",". You have that week to fix the card or take payment another way.",[24,25,27],"h2",{"id":26},"what-happens-when-the-charge-fails","What happens when the charge fails?",[29,30,31,44],"table",{},[32,33,34],"thead",{},[35,36,37,41],"tr",{},[38,39,40],"th",{},"Stage",[38,42,43],{},"What happens",[45,46,47,59,67,79],"tbody",{},[35,48,49,53],{},[50,51,52],"td",{},"Attempt 1 fails",[50,54,55,56,58],{},"Status → ",[15,57,17],{},". The client gets a payment-failed email with a link to their portal wallet, telling them how many attempts remain",[35,60,61,64],{},[50,62,63],{},"Retries",[50,65,66],{},"The card is retried after roughly 1, 3, and 7 days",[35,68,69,72],{},[50,70,71],{},"A retry succeeds",[50,73,74,75,78],{},"The membership returns to ",[15,76,77],{},"Active",", the period rolls forward, credits or wallet funds are granted as normal",[35,80,81,84],{},[50,82,83],{},"All attempts fail",[50,85,55,86,88],{},[15,87,21],{},", and the client gets a lapsed email",[11,90,91],{},"While past due, the member's benefits are already inert past the period boundary — an expired period doesn't keep covering services.",[93,94,95],"warning",{},[11,96,97],{},"Nothing pauses the clock while you investigate. If the card can't be fixed within the retry window, the membership will lapse on its own — collect payment or renew manually before that happens.",[24,99,101],{"id":100},"how-to-recover-it","How to recover it",[103,104,105,110,117,121,129,133],"steps",{},[106,107,109],"h3",{"id":108},"find-the-membership","Find the membership",[11,111,112,113,116],{},"Open the client's profile and their membership panel. A past-due membership shows the billing error and the ",[15,114,115],{},"next retry date",".",[106,118,120],{"id":119},"get-a-working-card-on-file","Get a working card on file",[11,122,123,124,116],{},"The fastest fix is the client updating their own card — the dunning email already points them to their portal. You can also send them the secure card-capture link; staff never type card numbers. See the card-on-file guidance in ",[125,126,128],"a",{"href":127},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","deposits and cancellation fees",[106,130,132],{"id":131},"or-renew-manually-and-take-payment-yourself","Or renew manually and take payment yourself",[11,134,135,136,139,140,143],{},"Staff with POS access can ",[15,137,138],{},"renew"," the membership from its panel: the period rolls forward, credits or wallet funds are granted, and the past-due state clears. The manual renew does ",[15,141,142],{},"not"," auto-charge a card — ring the plan price as a normal sale so the money is actually collected.",[145,146,147],"caution",{},[11,148,149],{},"Manual renewal grants the period's benefits immediately and clears the billing failure. If you renew manually, take the payment at the same time — otherwise you've given away a period for free.",[24,151,153],{"id":152},"after-it-has-lapsed","After it has lapsed",[11,155,156,157,116],{},"An expired membership stops billing entirely. Renewing it from the panel starts it again; a cancelled membership can't be renewed — assign a new plan instead. Banked credits may stay redeemable for a window after cancellation, depending on the plan's settings — see ",[125,158,160],{"href":159},"\u002Fhelp\u002Fretail\u002Fmemberships","Memberships",[24,162,164],{"id":163},"common-questions","Common questions",[106,166,168],{"id":167},"why-did-a-member-get-charged-days-after-their-renewal-date","Why did a member get charged days after their renewal date?",[11,170,171],{},"That's the retry schedule working: a failed renewal is retried at ~1, 3, and 7 days. The successful retry is the renewal charge, just late.",[106,173,175],{"id":174},"does-pausing-a-past-due-membership-stop-the-retries","Does pausing a past-due membership stop the retries?",[11,177,178],{},"A past-due membership can still be paused (for example when approving a pause request), which takes it out of active billing. Fix the card before it resumes. ",[106,180,182],{"id":181},"the-client-says-they-never-got-a-warning","The client says they never got a warning",[11,184,185],{},"Dunning emails go to the email on the client record. Check the client has an email address and that the messages aren't in spam — a client with no email gets no dunning notices at all.",{"title":187,"searchDepth":188,"depth":188,"links":189},"",2,[190,191,197,198],{"id":26,"depth":188,"text":27},{"id":100,"depth":188,"text":101,"children":192},[193,195,196],{"id":108,"depth":194,"text":109},3,{"id":119,"depth":194,"text":120},{"id":131,"depth":194,"text":132},{"id":152,"depth":188,"text":153},{"id":163,"depth":188,"text":164,"children":199},[200,201,202],{"id":167,"depth":194,"text":168},{"id":174,"depth":194,"text":175},{"id":181,"depth":194,"text":182},"retail","What happens when a membership card charge fails — the retry schedule, dunning emails, past due status, and how to recover before it lapses.",false,"md","i-lucide-credit-card",[209,210,211,212,213,214],"membership payment failed","membership past due","failed card charge membership","membership dunning","membership expired after failed payment","retry membership billing",{},true,55,"\u002Fhelp\u002Fretail\u002Ffix-a-failed-membership-payment",[159,220,221],"\u002Fhelp\u002Fretail\u002Fapprove-a-membership-pause-request","\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",{"title":5,"description":204},"help\u002Fretail\u002Ffix-a-failed-membership-payment","2026-08-14","XNctqn66aWLkfkr4JCTiDFjO-CnnJ00-DJiGxdOCAj0",[227,238,247,255,265,274,284,294,304,314,324,335],{"id":228,"title":229,"audience":6,"description":230,"extension":231,"icon":232,"meta":233,"order":234,"slug":235,"stem":236,"__hash__":237},"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":239,"title":240,"audience":6,"description":241,"extension":231,"icon":242,"meta":243,"order":188,"slug":244,"stem":245,"__hash__":246},"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":248,"title":249,"audience":6,"description":250,"extension":231,"icon":207,"meta":251,"order":194,"slug":252,"stem":253,"__hash__":254},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":256,"title":257,"audience":6,"description":258,"extension":231,"icon":259,"meta":260,"order":261,"slug":262,"stem":263,"__hash__":264},"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":266,"title":267,"audience":6,"description":268,"extension":231,"icon":269,"meta":270,"order":271,"slug":203,"stem":272,"__hash__":273},"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,"help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":275,"title":276,"audience":6,"description":277,"extension":231,"icon":278,"meta":279,"order":280,"slug":281,"stem":282,"__hash__":283},"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":285,"title":286,"audience":6,"description":287,"extension":231,"icon":288,"meta":289,"order":290,"slug":291,"stem":292,"__hash__":293},"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":295,"title":296,"audience":6,"description":297,"extension":231,"icon":298,"meta":299,"order":300,"slug":301,"stem":302,"__hash__":303},"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":305,"title":306,"audience":6,"description":307,"extension":231,"icon":308,"meta":309,"order":310,"slug":311,"stem":312,"__hash__":313},"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":315,"title":316,"audience":6,"description":317,"extension":231,"icon":318,"meta":319,"order":320,"slug":321,"stem":322,"__hash__":323},"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":325,"title":326,"audience":327,"description":328,"extension":231,"icon":329,"meta":330,"order":331,"slug":332,"stem":333,"__hash__":334},"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":336,"title":337,"audience":327,"description":338,"extension":231,"icon":339,"meta":340,"order":341,"slug":342,"stem":343,"__hash__":344},"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",[],[347,675,822],{"id":348,"title":160,"audience":6,"body":349,"category":203,"description":659,"draft":205,"extension":206,"icon":660,"keywords":661,"meta":667,"navigation":216,"order":320,"path":159,"related":668,"seo":671,"stem":672,"updatedAt":673,"__hash__":674},"help\u002Fhelp\u002Fretail\u002Fmemberships.md",{"type":8,"value":350,"toc":646},[351,354,359,363,366,370,377,380,407,411,418,422,510,515,519,522,542,545,549,552,559,563,577,581,584,588,595,598,606,610],[11,352,353],{},"A membership is a recurring plan a client subscribes to. It ships with a discount, included sessions, or both — applied automatically at checkout, with no code to remember.",[11,355,356],{},[15,357,358],{},"Retail → Memberships",[24,360,362],{"id":361},"the-two-plan-types","The two plan types",[11,364,365],{},"Choose one when you create the plan. It changes what the member actually receives each period.",[106,367,369],{"id":368},"service-credits","Service credits",[11,371,372,373,376],{},"The member gets a number of ",[15,374,375],{},"included sessions"," each period — three facials a month, one laser session a quarter. At checkout, an eligible service is covered by a credit instead of being charged.",[11,378,379],{},"Options that matter here:",[381,382,383,395,401],"ul",{},[384,385,386,389,390,394],"li",{},[15,387,388],{},"Roll over unused sessions"," — how many unused sessions per service carry into the next period. ",[391,392,393],"code",{},"0"," means use it or lose it.",[384,396,397,400],{},[15,398,399],{},"Banked credits expire after"," — rolled-over credits lapse this many months after they were granted. Leave empty for never.",[384,402,403,406],{},[15,404,405],{},"Keep credits usable after cancellation"," — after a cancellation, banked credits stay redeemable for this many days.",[106,408,410],{"id":409},"account-balance","Account balance",[11,412,413,414,417],{},"The member gets ",[15,415,416],{},"funds added to a wallet"," each period. The balance accumulates and can be spent toward any service or product at checkout — much more like store credit than a session pass.",[24,419,421],{"id":420},"billing-and-term","Billing and term",[29,423,424,434],{},[32,425,426],{},[35,427,428,431],{},[38,429,430],{},"Setting",[38,432,433],{},"What it does",[45,435,436,447,457,467,477,490,500],{},[35,437,438,444],{},[50,439,440,443],{},[15,441,442],{},"Price"," and interval",[50,445,446],{},"Monthly, quarterly, or annual",[35,448,449,454],{},[50,450,451],{},[15,452,453],{},"Auto-renew",[50,455,456],{},"New members default to renewing automatically",[35,458,459,464],{},[50,460,461],{},[15,462,463],{},"Open-ended",[50,465,466],{},"Renews each period until the member cancels",[35,468,469,474],{},[50,470,471],{},[15,472,473],{},"Fixed-term",[50,475,476],{},"Runs for a set number of billing cycles, then ends",[35,478,479,484],{},[50,480,481],{},[15,482,483],{},"Minimum cycles before cancel",[50,485,486,487,489],{},"Members must stay this many cycles. ",[391,488,393],{}," = cancel anytime",[35,491,492,497],{},[50,493,494],{},[15,495,496],{},"Early-exit fee",[50,498,499],{},"Charged if they cancel before the commitment ends. Leave it empty to block early cancellation entirely",[35,501,502,507],{},[50,503,504],{},[15,505,506],{},"Stop after N renewals",[50,508,509],{},"Auto-billing stops after this many renewals. Empty = unlimited",[93,511,512],{},[11,513,514],{},"Automatic billing needs a connected payment processor and a card on file. Until those exist, billing is manual — the plan still tracks correctly, but no card is charged on its own.",[24,516,518],{"id":517},"pausing","Pausing",[11,520,521],{},"If you allow it, members can request a pause from their client portal. You control:",[381,523,524,530,536],{},[384,525,526,529],{},[15,527,528],{},"Max pauses"," — per membership, lifetime",[384,531,532,535],{},[15,533,534],{},"Max paused days"," — the total time a membership can sit paused",[384,537,538,541],{},[15,539,540],{},"Freeze fee"," — charged once to the card on file each time it's paused. Leave empty for free freezes",[11,543,544],{},"Pause requests land in your queue for approval — you'll see a count on the memberships page.",[24,546,548],{"id":547},"perks","Perks",[11,550,551],{},"Beyond the headline benefit, a plan can carry perks: a percentage or amount off services or products, a free add-on, or access to a member-only service. Perks are added after the plan is saved.",[11,553,554,555,558],{},"Each perk declares whether it ",[15,556,557],{},"stacks with discount codes"," or not, so a member using a promo code doesn't accidentally compound two discounts you never intended to combine.",[24,560,562],{"id":561},"sharing-and-gifting","Sharing and gifting",[381,564,565,571],{},[384,566,567,570],{},[15,568,569],{},"Members included"," — above 1, a primary member can add family members who redeem the same pool",[384,572,573,576],{},[15,574,575],{},"Can be gifted"," — lets a buyer purchase the plan for someone else",[24,578,580],{"id":579},"selling-one","Selling one",[11,582,583],{},"At checkout, add the membership to the cart like any other item. It's also sellable from your public storefront if you've published it there.",[24,585,587],{"id":586},"archiving","Archiving",[11,589,590,591,594],{},"Archiving a plan removes it from the checkout picker. ",[15,592,593],{},"Current subscribers keep their benefits"," — you're closing it to new sign-ups, not cancelling anyone.",[11,596,597],{},"Pausing a plan has the same \"disappears from the picker\" effect without archiving it.",[145,599,600],{},[11,601,602,605],{},[15,603,604],{},"Imported memberships are records only."," When a membership comes in through the data importer, auto-renew is off, no renewal date is set, and no redeemable credits are granted. No card is ever charged. This is deliberate — resuming somebody else's mid-cycle billing on a card you've just imported is not something software should do quietly. Re-collect payment details and restart billing yourself when you're ready.",[24,607,609],{"id":608},"reporting","Reporting",[381,611,612,618,624,630,636],{},[384,613,614,617],{},[15,615,616],{},"Membership KPIs"," — active members, churn, growth",[384,619,620,623],{},[15,621,622],{},"Membership revenue"," — recurring revenue by plan",[384,625,626,629],{},[15,627,628],{},"Memberships expiring"," — who's about to lapse",[384,631,632,635],{},[15,633,634],{},"Memberships list"," — every member and their state",[384,637,638,641,642,645],{},[15,639,640],{},"Liabilities"," and ",[15,643,644],{},"Deferred revenue"," — unredeemed value you still owe",{"title":187,"searchDepth":188,"depth":188,"links":647},[648,652,653,654,655,656,657,658],{"id":361,"depth":188,"text":362,"children":649},[650,651],{"id":368,"depth":194,"text":369},{"id":409,"depth":194,"text":410},{"id":420,"depth":188,"text":421},{"id":517,"depth":188,"text":518},{"id":547,"depth":188,"text":548},{"id":561,"depth":188,"text":562},{"id":579,"depth":188,"text":580},{"id":586,"depth":188,"text":587},{"id":608,"depth":188,"text":609},"Build a recurring plan, choose between service credits and an account balance, and understand how billing, pausing and cancellation behave.","i-lucide-repeat",[662,663,664,665,666],"set up memberships","create a membership plan","sell a membership","membership billing and renewal","pause or cancel a membership",{},[669,221,670],"\u002Fhelp\u002Fretail\u002Fpackages","\u002Fhelp\u002Fsettings\u002Fimport-your-data",{"title":160,"description":659},"help\u002Fretail\u002Fmemberships","2026-07-26","Wx2b4bQVnEV0-KhiFxIjSwgqzBKbNm1lK9jctLLpg5E",{"id":676,"title":677,"audience":6,"body":678,"category":203,"description":808,"draft":205,"extension":206,"icon":809,"keywords":810,"meta":816,"navigation":216,"order":817,"path":220,"related":818,"seo":819,"stem":820,"updatedAt":224,"__hash__":821},"help\u002Fhelp\u002Fretail\u002Fapprove-a-membership-pause-request.md","Approve a membership pause request",{"type":8,"value":679,"toc":794},[680,687,690,694,739,743,758,769,771,775,778,782,785,789],[11,681,682,683,686],{},"When a plan allows pausing, members can request a freeze from their client portal. Requests land in the ",[15,684,685],{},"Pause requests"," queue — a badge on the memberships page shows how many are waiting. Approve to freeze the membership for a number of days (it resumes automatically), or deny to leave it untouched. Either way the client is notified by email and in their portal.",[11,688,689],{},"Deciding requests needs POS management access.",[24,691,693],{"id":692},"how-do-i-approve-or-deny-a-pause-request","How do I approve or deny a pause request?",[103,695,696,700,706,710,713,717,732,736],{},[106,697,699],{"id":698},"open-the-queue","Open the queue",[11,701,702,703,705],{},"From ",[15,704,358],{},", follow the pending pause-requests count. Pending requests list the client, plan, days requested, their reason, and how much of the plan's pause allowance they've already used.",[106,707,709],{"id":708},"check-the-allowance","Check the allowance",[11,711,712],{},"Each plan caps total paused days. The request shows days used against the cap — you can grant fewer days than requested, but never more than the allowance has left.",[106,714,716],{"id":715},"approve-or-deny","Approve or deny",[11,718,719,720,723,724,727,728,731],{},"Adjust the ",[15,721,722],{},"days to grant"," if needed, then click ",[15,725,726],{},"Approve"," — or ",[15,729,730],{},"Deny"," to reject. Approving freezes the membership immediately and sets an automatic resume date that many days out.",[106,733,735],{"id":734},"the-client-is-told","The client is told",[11,737,738],{},"An email and a portal message confirm the decision, including the resume date on an approval.",[24,740,742],{"id":741},"what-a-pause-actually-does","What a pause actually does",[381,744,745,752,755],{},[384,746,747,748,751],{},"The membership status becomes ",[15,749,750],{},"Paused"," and billing stops for the frozen days.",[384,753,754],{},"The days granted are banked against the plan's lifetime pause allowance, and the pause counts toward the plan's maximum number of pauses.",[384,756,757],{},"On the resume date, the membership resumes automatically — no one has to remember.",[93,759,760],{},[11,761,762,763,766,767,116],{},"A membership that is ",[15,764,765],{},"past due"," can still be paused through an approval, but pausing doesn't fix the failed card. Sort the payment out before it resumes — see ",[125,768,5],{"href":218},[24,770,164],{"id":163},[106,772,774],{"id":773},"can-i-approve-part-of-a-request","Can I approve part of a request?",[11,776,777],{},"Yes — edit the days before approving. Granting 14 days against a 30-day request is a normal outcome; the client sees the actual resume date.",[106,779,781],{"id":780},"what-if-the-request-exceeds-the-plans-allowance","What if the request exceeds the plan's allowance?",[11,783,784],{},"Approval is blocked past the remaining allowance. Grant what's left, or deny with the explanation.",[106,786,788],{"id":787},"where-do-pause-rules-come-from","Where do pause rules come from?",[11,790,791,792,116],{},"The plan itself: maximum pauses, maximum paused days, and whether pausing is offered at all are set when you build the plan — see ",[125,793,160],{"href":159},{"title":187,"searchDepth":188,"depth":188,"links":795},[796,802,803],{"id":692,"depth":188,"text":693,"children":797},[798,799,800,801],{"id":698,"depth":194,"text":699},{"id":708,"depth":194,"text":709},{"id":715,"depth":194,"text":716},{"id":734,"depth":194,"text":735},{"id":741,"depth":188,"text":742},{"id":163,"depth":188,"text":164,"children":804},[805,806,807],{"id":773,"depth":194,"text":774},{"id":780,"depth":194,"text":781},{"id":787,"depth":194,"text":788},"Review client requests to freeze a membership — check the plan's pause allowance, grant the days, and let auto-resume handle the rest.","i-lucide-pause-circle",[811,812,813,814,815],"membership pause request","freeze membership","approve membership freeze","client wants to pause membership","pause allowance days",{},60,[159,218],{"title":677,"description":808},"help\u002Fretail\u002Fapprove-a-membership-pause-request","oU8feL9bM200HtRJqgtG_zutbh4ufaUb9YqN-O-vdQ4",{"id":823,"title":824,"audience":6,"body":825,"category":252,"description":1096,"draft":205,"extension":206,"icon":1097,"keywords":1098,"meta":1099,"navigation":216,"order":320,"path":221,"related":1100,"seo":1104,"stem":1105,"updatedAt":673,"__hash__":1106},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md","Take a payment",{"type":8,"value":826,"toc":1086},[827,833,837,840,851,861,865,868,871,874,894,899,903,906,1010,1024,1028,1031,1034,1037,1040,1046,1049,1053,1056,1060,1070,1074,1077],[11,828,829,830,116],{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[15,831,832],{},"Cart → Tip → Payment",[24,834,836],{"id":835},"start-a-sale","Start a sale",[11,838,839],{},"Two ways in:",[381,841,842,848],{},[384,843,844,847],{},[15,845,846],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[384,849,850],{},"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.",[11,852,853,854,857,858,116],{},"An open sale can be left and picked up later: ",[15,855,856],{},"Save as draft"," parks it, and you resume it from ",[15,859,860],{},"POS",[24,862,864],{"id":863},"build-the-cart","Build the cart",[11,866,867],{},"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.",[11,869,870],{},"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.",[11,872,873],{},"From the sale menu you can also:",[381,875,876,882,888],{},[384,877,878,881],{},[15,879,880],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[384,883,884,887],{},[15,885,886],{},"Add service charge"," — an auto-gratuity or surcharge line, if your business uses them.",[384,889,890,893],{},[15,891,892],{},"Add a sale note"," — internal, kept with the sale.",[93,895,896],{},[11,897,898],{},"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.",[24,900,902],{"id":901},"choose-a-tender","Choose a tender",[11,904,905],{},"Only the tenders that can actually settle this sale are offered:",[29,907,908,918],{},[32,909,910],{},[35,911,912,915],{},[38,913,914],{},"Tender",[38,916,917],{},"What it is",[45,919,920,930,940,950,960,970,980,990,1000],{},[35,921,922,927],{},[50,923,924],{},[15,925,926],{},"Card on file",[50,928,929],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[35,931,932,937],{},[50,933,934],{},[15,935,936],{},"External terminal",[50,938,939],{},"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.",[35,941,942,947],{},[50,943,944],{},[15,945,946],{},"Cash",[50,948,949],{},"Enter what they handed over; change due is calculated for you.",[35,951,952,957],{},[50,953,954],{},[15,955,956],{},"Check",[50,958,959],{},"Recorded like cash.",[35,961,962,967],{},[50,963,964],{},[15,965,966],{},"Gift card",[50,968,969],{},"Enter the code. The card's balance is applied, capped at the balance.",[35,971,972,977],{},[50,973,974],{},[15,975,976],{},"Membership balance",[50,978,979],{},"Spend down an account-balance membership's wallet.",[35,981,982,987],{},[50,983,984],{},[15,985,986],{},"Package",[50,988,989],{},"Redeem a prepaid session against an eligible service line.",[35,991,992,997],{},[50,993,994],{},[15,995,996],{},"Membership",[50,998,999],{},"Redeem an included session from a service-credit membership.",[35,1001,1002,1007],{},[50,1003,1004],{},[15,1005,1006],{},"Self checkout",[50,1008,1009],{},"Text or email a secure link — the client enters their own card on your branded page.",[1011,1012,1013],"note",{},[11,1014,1015,1016,1019,1020,1023],{},"A cart that ",[15,1017,1018],{},"sells"," a gift card can't be ",[15,1021,1022],{},"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.",[24,1025,1027],{"id":1026},"splitting-across-tenders","Splitting across tenders",[11,1029,1030],{},"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.",[11,1032,1033],{},"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.",[11,1035,1036],{},"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.",[24,1038,1006],{"id":1039},"self-checkout",[11,1041,1042,1043,1045],{},"Choose ",[15,1044,1006],{},", 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.",[11,1047,1048],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[24,1050,1052],{"id":1051},"card-surcharges","Card surcharges",[11,1054,1055],{},"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.",[24,1057,1059],{"id":1058},"when-the-client-cant-pay-today","When the client can't pay today",[11,1061,1062,1065,1066,1069],{},[15,1063,1064],{},"Save as unpaid"," completes the sale and leaves the balance owing. The sale shows as ",[15,1067,1068],{},"Completed · balance due",", and you collect the balance later from the same sale.",[24,1071,1073],{"id":1072},"close-out","Close out",[11,1075,1076],{},"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.",[1078,1079,1080],"tip",{},[11,1081,1082,1083,1085],{},"Cancelling a sale voids the cart and its lines. It does ",[15,1084,142],{}," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":187,"searchDepth":188,"depth":188,"links":1087},[1088,1089,1090,1091,1092,1093,1094,1095],{"id":835,"depth":188,"text":836},{"id":863,"depth":188,"text":864},{"id":901,"depth":188,"text":902},{"id":1026,"depth":188,"text":1027},{"id":1039,"depth":188,"text":1006},{"id":1051,"depth":188,"text":1052},{"id":1058,"depth":188,"text":1059},{"id":1072,"depth":188,"text":1073},"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",[],{},[1101,1102,1103],"\u002Fhelp\u002Fcheckout\u002Ftips","\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":824,"description":1096},"help\u002Fcheckout\u002Ftake-a-payment","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",1790218960429]