š Overview
Payments can be collected from several locations within the software. When a payment is being processed, certain features associated with that invoice will be temporarily unavailable to other staff members until the payment is completed ā affected users will see greyed-out options or a banner indicating that a payment is already in progress on that invoice.
When using integrated payments, the paid invoice will be available as a receipt that includes card-compliant information. A Payment Record section will appear at the bottom of the receipt with the following details:
Payment ID
Date
Amount
Payment Method (including the last 4 digits of the card)
Application Identifier (if available)
Auth Code
š”Want to learn sign up for DaySmart's Integrated Payments? Navigate to Settings > Payments to get started. Or contact [email protected].
š³ How To Collect a Payment When Checking Out
Click on the appointment
Click Check Out at the bottom left of the form that appears
Review the client's open invoices in the Invoices field. All open or locked invoices for that client will appear by default ā remove any by clicking the X next to it.
Select the payment type
Click Check Out
š” For more information about the checkout process, click the button below.
š§¾ How To Collect a Payment in an Invoice
Navigate to the invoice
Click the Payments tab and select New Payment
Complete the form that appears
Click Save.
š” For more information about invoices, click the button below.
š¦ How To Collect a Payment in the Billing Module
Click into the Billing module
Click the Payments tab and select New Payment
Complete the form that appears. To collect payment for multiple invoices at once, select all applicable invoices in the Apply To field
Click Save
ā How to Collect a Payment from the Quick Add
Click the Quick Add (plus icon) from the shortcut bar
Fill in the form that appears, including Client, Apply To, and Type field
Once all applicable fields are filled out, click Save
ā Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Why are some options greyed out when I try to access an invoice?
Another staff member may have a payment in progress on that invoice. Options will be unavailable until the payment is completed. A banner notification will also appear to indicate this.
What information appears on an integrated payment receipt?
When using integrated payments, the receipt will include a Payment Record section at the bottom with the following: Payment ID, Date, Amount, Payment Method (with the last 4 digits of the card), Application Identifier (if available), and Auth Code.
Can I apply one payment to multiple invoices?
Yes. When collecting a payment through the Billing module, you can select multiple invoices to pay at the same time using the Apply To field in the payment form.