Payments can be taken from a variety of places within the software. When a new payment is in process of being added, various features associated to that invoice will be unavailable for other staff members until the payment is completed. Users will have options greyed out or a banner warning them that a payment on the associated invoice is in progress.
To collect a payment when checking out an appointment:
Click on the appointment
Click on "check out" at the bottom left of the form that appears
Review the client's open invoices in the "invoices" field (all of the client's open or locked invoices will appear by default, but you can remove any invoice by clicking on the "x")
Select the payment type
Click on "check out"
For more information about checking out an appointment, please see Checking In and Checking Out Appointments
To collect a payment in an invoice:
Navigate to the invoice
Click on the "Payments" tab and select the option to create a "New Payment"
Complete the form that appears
Click "Save"
For more information about invoices, please see Working with Invoices.
To collect a payment in the Billing module:
Click on "Billing" at the top of the page
Click on the "Payments" tab, and select the option to create a "New Payment"
Complete the form that appears. If you wish, you can select to collect payment for multiple invoices at the same time by selecting all of the invoices you wish to pay in the "apply to" field.
Click "Save"