Checkout: Collecting a Payment

When a client is ready to complete their payment for services, products, and/or special purchases, you'll proceed to the Collect Payment button in the top right corner of a ticket.

(If you have not yet viewed our "Checkout: Preparing the Ticket" article, we recommend you do so before proceeding.)

If you do not have an integrated credit card processor, always add tips first, before entering the method of payment.

Adding a Tip Manually

1

Click Tips : Manage

2

Enter the dollar amount or percentage of services and select the employee from the drop-down

3

Click Add

4

Repeat for any additional employees

5

Click Done

Entering the Method of Payment

Cash

• Click the Amount field on the Cash line. The field will auto-fill with the total amount of the bill.

• If you need to adjust the amount the client is paying in cash, feel free to do so. Then, proceed to collect any other payments due or click Finish.

Check

• Click the Amount field next to Check. The field will auto-fill with the total amount of the bill.

• We suggest entering the check number in the field provided for reporting/tracking purposes.

• If you need to adjust the amount the client is paying on a check, feel free to do so. Then, proceed to collect any other payments due or click Finish.

Gift Card

• Enter the gift card code and click Validate. The amount remaining on the gift certificate will appear in red. Click on the red button and it will auto-fill in the Amount field.

• If the amount remaining on the gift card is more than the amount due: The total amount due on the ticket, (including tip, if any), will be deducted. The system will keep track of the remaining balance on the gift card.

• If the amount remaining on the gift card is less than the amount due: The entire amount remaining on the gift card will be applied to the ticket. The difference must be paid by another method.

Credit or Debit Card

• Click the field next to the Brand of card being used, (Visa, Mastercard, etc). The field will auto-fill with the total amount of the bill.

• If you need to adjust the amount the client is paying on their card, feel free to do so. Then, proceed to collect any other payments due or click Finish.

House

• If the salon would like to waive part of the bill, or the entire bill for any reason. Using the House payment method will discount the transaction total for the client, but allow the employee(s) to still receive full commission.

• Click on the House field. The field will auto-fill with the total amount of the bill.

• If you need to adjust the House discount amount, feel free to do so. Then, proceed to collect any other payments due or click Finish.

Other Methods

• If you have additional methods of payment your business accepts, you can track them by adding a Custom Payment Type

After receiving all due payments and clicking Close Out Ticket, you have the options to email a receipt, print a receipt, or both.

If you give your employees their tips out of the cash drawer each day, (and the setting is properly set in your Business Settings), the Tip amount will be automatically deducted from the Cash.