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Recording payments
Recording payments
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago

To collect a payment when checking out an appointment:

  1. Click on the appointment

  2. Click on "check out" at the bottom left of the form that appears

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  4. 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")

  5. Select the payment type

  6. Click on "check out"

For more information about checking out an appointment, please see Checking In and Checking Out Appointments
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​To collect a payment in an invoice:

  1. Navigate to the invoice

  2. Click on the "Payments" tab and select the option to create a "New Payment"

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  4. Complete the form that appears

  5. Click "Save"

For more information about invoices, please see Working with Invoices .
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​To collect a payment in the Billing module:

  1. Click on "Billing" at the top of the page

  2. Click on the "Payments" tab, and select the option to create a "New Payment"

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  4. 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.

  5. Click "Save"

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