How to process a transaction / charge a customer

This will go through the whole basic process of taking a sale from the calendar to finalisation at the POS screen.

  • In the calendar, select the appointment.  This will make the context menu slide out.
  • Select the Check Out / Take Bill button.

 

At the POS screen, the transaction will be pre-filled in. You can change the price of services, give discounts and even change the services here.  We will focus on finalising the bill in this lesson.

  • Press the End Sale Button at the bottom right.

  • Now choose the payment type by clicking on the checkbox

  • You can “Split the Bill” by changing the amount in the dollar value and then selecting another payment type.  This will have the client pay over multiple types.  For example, part cash and part Credit Card.  This is not required though.

  • Press the Next Button in the top right corner of the screen to be taken to the receipt view.
  • Press the END SALE / PRINT RECEIPT Button and select your receipt type.  It can be printed, emailed or you can choose not to give the client a receipt.

The next screen is a re-booking screen, where you can re-book the client for a future appointment.

  • If you don’t wish to re-book the client, select the FINISH (NO REBOOK) button.
  • If you do wish to re-book the client, first select a date they want to come in OR select how many weeks for the next booking.
  • After you have your future date or future week selected, press the GO TO CALENDAR button.

You will be taken to the calendar where you can simply create an appointment to re-book the client.

  • If you decide not to re-book at this point, you can press the X in the corner of the Rebook mode notification area.

 

That’s the basics for a complete POS transaction including a re-booking.  Other articles will address more specific information like Gift Vouchers, Discounts, etc.