Payment Method Buttons
Click one of these buttons to select the method of payment. The screen will display differently depending upon which method you select. For example, if you select any Credit Card method you will be prompted to process the card (if you have integrated processing). If you select Gift Card, you'll be asked for the Gift Card number.
Selecting the payment type of Check or any of the Other payment types will enable a "Note" space to input information (like the check number) below the Amount on the payment screen.
Other Payment Types
You can create and show up to 8 payment types named Other 1, Other 2, etc. These optional types can be named and enabled to show in the Company Settings.
Click the "Print Ticket" button if you would like to print a "Pre-Receipt" for the transaction. This can be useful if the client is paying with a credit card and you do not feel comfortable asking them if they would like to put a tip on the card.
Clicking the "Print Ticket" button will print a receipt with a tip line so that the client can write the tip amount on the receipt and you can enter this before processing their card. The credit card information and authorization number will not be printed on this receipt because the card has not been processed yet.
Click the "Tips" button to add a tip to the payment. Some clients might want to pay for their service, products, and tips altogether. You can do this by selecting Tips.
When you Enter Tips you have the ability to tip a Single Employee or ALL employees that were included for a client's services. If you wish to tip a single employee, find the employee in the "Single Employee" drop-down menu.
% of service
You can tip an employee based on the % of service by entering the percentage in this box. A client might say tip "20%" you would then enter 20 in the box and click Add.
You can also tip a Flat Amount if a client gives you an even number instead of a percentage. Enter the flat amount the client says in the box and click Add.
All Employees: Dollar Amount
This option is if you want to tip all employees who have worked on a service. You can enter in a dollar amount that will be split evenly or split by service %. These two options are just below the box.
All Employees: % of Total Services
This option is if you want to tip all employees who have worked on a service. You can enter a percentage that will take the percent of total services a client had done. You can enter in a percentage and split by service % (this is helpful if one service was longer than another and vice versa) or everything can be split evenly.
The program has the ability to split a payment between multiple methods. Select a payment method and enter the amount that the client will be paying with the first payment type then select "Add Payment". Repeat this process for any additional payment methods until the entire balance amount due is accounted for.
Total Due / Balance Due
This will display the total amount due for the sale. The balance will display the total that hasn't been accounted for with a payment. If the balance due displays a total in parentheses ( ) it means that there is change due back to the customer.
Payment List (Right side)
The list of payments that have been collected to settle the balance due. Depending on the method of payment, additional notes can be entered next to the amount. The button will remove a method of payment from the list.
Return to Sales
Click this button if you need to make changes to the invoice before collecting payment.
Click this button to complete the sales transaction and save the sale into your records. Once you click this button, you'll be prompted with the following screen displaying receipt and screen options.
The top row of buttons are SMS Review and Email Review. After a client has cashed out, you can send an Email or SMS (if you have paid SMS features) prompting a client to review their services.
The next boxes are receipt options. You may choose to print a receipt, email a copy of the receipt, or both print and email the receipt to the client.
Note: An email address must be entered on the client profile in order for the business to email the client a receipt. There are options to disable emailing receipts in the Company Settings.
The bottom row of buttons will return you to the screen you select. For example, clicking "Calendar" will return you to the appointment calendar screen.