Customer Payment Policy FAQs
Marimar dela Torre
Last Update 2 years ago
How to set the "Pay Later" option?
Under the Payment Policy section in settings, you can enable the option to make payment at booking time optional.
How to handle the payment confirmation for the cash/bank transfer option?
The payment by cash option is meant for when payment is taken offline (outside of the system).
- For example, through a card terminal or pay now that goes directly to your bank.
When you select the option, the system assumes payment has been made and marks the order as paid. The transaction will automatically mark as paid.
How to handle and update payment status (paid/unpaid)?
A class or appointment that is booked using the "pay later" option will be marked as unpaid.
For an unpaid booking, if you look up the client and go to the ORDERS tab you will be able to make the order as paid.
To find the Orders Tab, simply go to Client Dashboard (or use the search box), select the name and the client details will appear. From there, you will see the ORDERS tab.
Where to check all unpaid/pay later orders?
To check for unpaid orders, from the bookings report, you can view the status of all orders. Use the filter under Order Status to check Paid/Unpaid customers.