Read a visit's checkout, send a receipt, charge a balance, and issue full or partial refunds.
Before you start
Every visit has a checkout: what was charged, how it was paid, and any refunds. You'll need a role that can manage appointments and payments.
Step 1: Open the checkout
- Open the appointment from Appointments or the Calendar.
- Select the Checkout tab.
Step 2: Read it
- Checkout Details lists each item (services, travel fee, tip), the subtotal, each payment, and the Amount Due.
- Select Send receipt next to a payment to email the client a copy.
- Select Payouts to see what was paid out for this visit.
Step 3: Charge a balance
If there's an amount due, choose the Payment Method (a saved card, cash, or a payment link) and select Pay with Card.
Step 4: Refund
- Select the pencil next to Checkout Details.
- Lower or remove an item (or select Add item for a credit), then select Save changes.
- When the client is owed money, select Process Refund, check the amount, and confirm.
Card payments are refunded to the same card. For cash payments, you'll confirm you've handed the cash back.
Tips
- Refunds usually take 5 to 10 business days to reach the client's card.
- Cancelling a visit with a deposit? Check your payment policy before refunding.
