Taking payment

Every appointment can become an invoice, and an invoice is what you take payment against. Open the appointment and choose Invoice, or find it later under Invoices.

The ways you can be paid

• Card at the desk, typed into the card field on the invoice.
• A card the client has already saved, if they have agreed to keep one on file.
• Cash, which also goes through the cash drawer so it balances at the end of the day.
• Anything else — bank transfer, a check — recorded as an other payment so the invoice closes.

Part payments

You can take less than the full amount. The invoice stays open with a balance, and shows up under Invoices as still owed until it is settled.

We never refuse a payment for being too small. A cash or other payment larger than the balance is refused — that is almost always a typo — and a card payment is taken for no more than the balance. A tip is the exception, and has its own field.

Who changed an invoice

A History panel at the bottom of an invoice lists changes to it and to its lines, payments and refunds, with who made each one. It shows for people who have been given the permission to see the change history.

Tips

A tip is recorded against the person who did the work, not against the invoice total. That keeps your sales figures honest — a tip is given, not sold — and it is what the payroll screen reads when it works out what somebody earned.