Processing payments

If you are sending invoices to clients to pay, please view this article.

If you are processing payment yourself, there are 2 ways to do this. 

First option:

1. From day, week or month view, click on any existing appointment and click invoice.
2. The service type and amount will be pre-populated. If you're selling a product, enter the item name and quantity. This will automatically be added to the invoice total.
3. Click 'Add payment', enter the amount to be paid, select your payment method and click process. 
4. If you're processing a card payment for the first time, you just need to enter the card details and then select the 'Save card for faster payment next time' if you'd like to store the card encrypted. 

The invoice is instantly added to your clients My Appointments account and can also be viewed by you from the invoices tab on your clients file. 

Second option:

You can also access invoices via your client's card, to do this, click on their name anywhere you see it in the My Appointments platform, or search via the My clients tab.

1. In the invoices tab in your clients file, click the + button in the far right beside balance.
2. The invoice will open but as it's not linked to a service, you'll need to select the appointment type and/or add any products.
3. Add your payment to finalise the invoice. A copy will automatically be added to your clients account.