Overview
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.
When using DaySmart integrated payments, the paid invoice will be available as a receipt with specific card compliant information. There will be a "Payment Record" section on the bottom of the receipt with the following information: Payment ID, Date, Amount, Payment Method (with last 4 digits of CC), Application Identifier (if available) and Auth Code.
Collecting a Payment when Checking Out
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
Collecting 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.
Collecting 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"