📝 Overview
This article walks through the different ways to process a payment - whether through a terminal, keyed-in card entry, a saved card on file, or directly at checkout from the Schedule module.
💳 Direct Payment via the Billing Module
The following payment methods are available when processing a payment directly through the Billing module.
Checkout with Credit Card Reader
Click the arrow to learn how to process a terminal payment
Click the arrow to learn how to process a terminal payment
Navigate to Billing on the left column
Select Payments and click New Payment
Select the Client
All open invoices for the client will appear in the Due field. Click the X next to any invoice you do not want to include in the payment
In the Type field, select Credit Card On Terminal (Stripe/CardConnect). (Stripe or CardConnect will display depending on your payment processor.)
Invoice will be defaulted for documents. In the Export field, specify how you would like to provide the receipt to the client
Select Save
The terminal will activate — the card can then be swiped to complete the payment.
Manually Enter / Keyed-In Card Payment
Click the arrow to learn how to process a keyed in payment
Click the arrow to learn how to process a keyed in payment
Navigate to Billing on the left column
Select Payments and click New Payment
Select the Client
All open invoices for the client will appear in the Due field. Click the X next to any invoice you do not want to include in the payment
In the Type field, select Credit Card Keyed In (Stripe/CardConnect). (Stripe or CardConnect will display depending on your payment processor.)
Invoice will be defaulted for documents. In the Export field, specify how you would like to provide the receipt to the client. Select Next.
Enter the card information. There is a box that can be selected to have the card securely stored on file
Have the client draw or type their signature and click Save
Check Out with a Saved Card on File
Click the arrow to learn how to process a card on file payment
Click the arrow to learn how to process a card on file payment
Navigate to Billing on the left column
Select Payments and click New Payment
Select the Client
All open invoices for the client will appear in the Due field. Click the X next to any invoice you do not want to include in the payment
In the Type field, select Credit Card On File (Stripe/CardConnect). (Stripe or CardConnect will display depending on your payment processor.)
In the Payment Method field, select the saved card — or click Add New to input and save a new card
Invoice will be defaulted for documents. In the Export field, specify how you would like to provide the receipt to the client and click Save
📆 Taking Payment at Checkout
Payments can also be collected directly from the Schedule module during client checkout.
Select Check Out in the bottom-left corner of the appointment
All open invoices for the client will appear in the Due field. Click the X next to any invoice you do not want to include in the payment
In the Type field, select the preferred payment method: Credit Card On Terminal, Credit Card Keyed In, or Credit Card On File (Stripe or CardConnect will display depending on your payment processor.)
Invoice will be defaulted for documents. In the Export field, specify how you would like to provide the receipt to the client
Select Check Out
🌐 Online Payments
Online payment links allow your clients to enter their card information so you don't have to enter the information manually. Click the link below to learn more.
If you have SunBit integration, then your clients will also have the option to pay their bills over time, less stress for you and the client. Click the link below to learn more.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
How do I refund a card payment?
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Click the arrow to learn more
Our amazing software team has written an article with the steps to refund payments. Click the link below to learn more!
What payment processor options are available?
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The payment type options in the Type field will display either Stripe or CardConnect depending on which payment processor is configured for your account.
Can I choose which invoices to include in a payment?
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Click the arrow to learn more
Yes. All open invoices for a client are shown in the Due field by default. You can click the X next to any invoice to exclude it from the current payment.
How do I provide a receipt to the client?
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Click the arrow to learn more
In the Export field, select how you would like to deliver the receipt to the client. Invoice is selected by default.
Can I save a new card during the payment process?
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Yes. When using the Credit Card On File payment type, select Add New in the Payment Method field to enter and save a new card during checkout.
💬 Contact Us
Questions or issues with checking out clients? Click on the button below for different support options!