Take payment

Open the booking and choose Pay. Pick the amount, choose how they paid, and confirm. Bookables logs the payment and emails the customer a receipt.

Bookables doesn't charge cards itself. Customers pay you by cash, on your own card machine, or by bank transfer, and you log it here.

Take payment from Mia Chen, with the charges, the amount owed and a Pay button

Take a payment

  1. Open what they're paying for

    A booking from Schedule or Bookings, a job, or a row in Money. Each has a Pay button showing what's owed.

  2. Check the amount

    It starts on what's owed now. Choose Full for everything, a part like the deposit, or Other to type an amount on the keypad.

  3. Choose how they paid

    Card machine, Cash or Bank transfer.

  4. Confirm

    Choose Pay with the amount. You see what was taken and anything still to pay. Choose Done.

The receipt is numbered and sent to the customer. You can open it from the payment under Money, then Complete.

Cash and change

When they pay cash, type what they handed you in Cash given. Bookables shows the change to give back, like Give £6 change.

Bank transfers

Customers who pay by transfer see your bank details and the booking's reference on their booking, invoice and reminders. When the money arrives, take the payment as Bank transfer and add the Reference if it helps you match it.

Set your bank details in Settings, under Money and tax.

Take payment at the end of a visit

When you finish a booking, you see Take payment from the customer, with the charges and what's owed. Choose Pay to take it there, or Finish without a payment to leave it owed. Anything left shows in Money under Due.

Deposits

A service can ask for a deposit when it's booked. Set this on the service, under When payment is due, with Deposit when booked. The deposit shows as its own amount when you take payment, so you can take just that part. Overdue deposits are flagged for you. Nothing is cancelled automatically.

Refund a payment

Open the payment in Money, under Complete, and choose Refund. Enter the Amount back and a reason. A refund receipt goes to the customer. Refunding needs permission to correct payments.

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