Help / Checkout and payments

Take payment at checkout: card, cash, pay link, split and refund

Start a sale from an appointment or as a walk-in, add items, discounts and tips, take payment, and refund if needed.

Who can do this: Owner, Manager and Front desk take payments. Refunds are for the owner or a manager.

Steps

Start the sale: press Check out on the appointment's quick view or in Appointments. For a walk-in, open Checkout and search under Customer. Resume checkout reopens a sale that is still open.
Check the Items. Add... adds services, add-ons, fees, products, packages, memberships, a Gift card or a Custom item. Set the pet and groomer on service lines. Press Save lines after changes.
Discount: pick $ or %, type the amount and a Reason (required), then Apply discount.
Tip: on a card reader the customer picks the tip on the reader, so leave it empty. For cash, check or a card on file, press a preset or type a Custom amount and Set tip. The tip goes to the groomer.
Under Take payment choose the tab. Leave the amount blank for the whole balance, or type less to split.
Card reader (Square Terminal if you use Square): pick the reader and press Pay by card. Card on file: Charge card on file. Pay link: Email a pay link or Make a pay link, then Copy pay link. Cash: type the cash handed over and press Take cash; change due is shown. Check or Other: Record check or Record payment.
When the balance is paid, press Checkout. If the appointment has not started yet you are asked first: Check out now or Not yet.

"Checked out. The receipt is on its way." The receipt is emailed only when the client has an email address and consent to email.
Void cancels an open sale while nothing is paid. On a completed sale, Refund beside a payment refunds all or part of it.

"Save the lines before taking payment.": Press Save lines first.
"There is still a balance due." or "Add a service or an item first.": Take the rest of the payment, or add a line.
"More was paid than is due. Refund the difference or add a line.": Refund the extra from the payment.
"A card payment is still in progress. Wait for it to finish or cancel it.": Wait for the reader, or Check status or Cancel.
"Card payments start at $0.50.": Use another tender for very small amounts.
"No card reader yet. Register one in Settings > Payments.": See the card reader article.