Record a payment or refund

Record money your client hands you in person — cash, transfer or PromptPay — right on the appointment, and issue a refund the same way.

1. 1

   Open the appointment

   Open the booking from your calendar or list, scroll to the payment section, and tap Record Payment. Record Payment

2. 2

   Enter the amount and method

   Type the Amount (the balance due is shown above) and choose the Payment Method — cash, PromptPay, bank transfer, card and more.

3. 3

   Add details if you need to

   Tap Add details to set the date and time, upload a proof photo, choose which staff member received it, and add notes. Add details

4. 4

   Save and optionally send a receipt

   Tick Send e-receipt to client to send them a receipt link, then tap Record Payment to save. Record Payment

5. 5

   Issue a refund

   To give money back, open the payment form and tap Record a refund instead. The amount defaults to what was paid — adjust it for a partial refund, then record it. Record a refund instead