Deposits

Wo du es findest

So funktioniert es

1. These are the appointments whose deposit is paid later: online, or because the client pays by bank transfer.
2. Per appointment you see the client, the service, when, the amount, the due date, how the client pays (with the reference for a transfer), when it was booked and its status: Awaiting payment, Bank transfer chosen, Overdue, Received or Cancelled.
3. Filter on Open, Due soon, Overdue, Received or Cancelled.
4. Per appointment: choose how it came in and tap Received (the appointment is confirmed and the emails stop), Send reminder or Resend bank details, Extend deadline (+1 to +7 days), Confirm without deposit, or Cancel (the client gets an email).
5. Emailing or calling the client is one tap, and Client record and history shows their appointments and payments.
6. Needs the Manage payments permission.

Gut zu wissen

• Teammitglieder brauchen die Berechtigung „Manage payments“. Die Inhaberin oder der Inhaber legt das unter Settings → Team → Roles and permissions fest (die App ist auf Englisch).

Passende Anleitungen

• Credit when a client cancelsWhen a client cancels in time themselves, they choose what happens to the deposit: Keep it as credit for my next appointment, or Ask the salon for a refund. At the next booking the credit comes off the deposit automatically, as a whole; if it's more than the deposit, the rest counts as already paid at checkout. Credit isn't new revenue: the finance summary and the day close don't count it twice, because the deposit already counted on the day it came in.
• CheckoutChecking out an appointment or a separate sale: the cart, discount, a gift card or loyalty card, and the payment method (card, cash, transfer, QR code, or split). An invoice is made.
• Paying with a QR code at the counterThe client scans a QR code with their own phone and pays online, with your own payment provider (Stripe or Sentoo). It can also be shown on your own phone.
• Connecting a payment providerConnecting your own account with a payment provider so clients can pay online. Which one depends on the country: Stripe in most countries, Sentoo on Aruba, Curaçao, Bonaire and Sint Maarten, PayTabs in the Gulf states, Egypt and Morocco, Paystack in four African countries, Mopé in Suriname.