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Organizing & Tracking Payments

Learn how to navigate your online dashboard and manage important documents such as estimates, invoices, and payment receipts with confidence.

Filter Payment Statuses

To filter payment statuses: 

  1. Open the platform.
  2. Click Sales.
  3. Select either Billing & Invoicing, Payments Received, or Estimates.
  4. Under the "Filter" panel, click the Status dropdown.
  5. Choose a status you'd like to filter.

View Invoices and Totals

To view invoices and totals:

  1. Open the platform
  2. Click Sales.
  3. Click Billing & Invoicing.
  4. Click either Overdue, Due, Not Yet Due, or Filtered Total.

Important: If you select more than one filter, only documents that meet all of the selected criteria will be shown.

Edit Appointment Price

To edit appointment price:

  1. Open the platform.
  2. Click Calendar.
  3. Click Appointment List.
  4. Under "Payment status," check the Not Paid box.
  5. Next to the appointment, click the Take Payment icon.
  6. On the checkout list, click the edit icon.
  7. Enter the pricing details.
  8. Click Save.
  9. Click Checkout.
  10. Choose a payment method and complete the payment.

Record the Payment

This records the payment but you can also explore other payment methods based on your setup. On the Checkout page, you can adjust the price, apply discounts, add items, and then record the payment.

To record the payment:

  1. Click Checkout.
  2. Select Record payment.
  3. Confirm the details are correct.
  4. Click Record.

The appointment will now be marked as “Paid” and the sale will be linked to the service and the booking.

Note: If you leave the checkout page without completing the payment, the price will be reset and not saved.

Send a Payment Reminder

Sending a payment reminder is a helpful way to gently remind your client about any overdue or outstanding payments, making it easier for you to stay on top of your finances.

To send a payment reminder:

  1. Open the platform.
  2. Click Sales.
  3. Select Billing & Invoicing.
  4. In the "Filter Billing & Invoicing" panel, click the Type dropdown.
  5. Check the Invoices box.
  6. Select the invoice.
  7. Click the Send Reminder button.
  8. Click OK.

Important: You can only send payment reminders to clients who have an invoice issued to them.

Use Action Buttons

Each section of the Payments menu has different action buttons to help organize and process payments.

To use action buttons:

  1. Open the platform.
  2. Click Sales.
  3. Select either Billing & Invoicing, Payments Received, or Estimates.
  4. Check the box next to the document.
  5. The action buttons will appear at the top of the page.

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