Performing Your First Sale

    Congratulations! You've completed your first appointment, and wish to charge your client.

  1. Once you have finished with the appointment and wish to charge your client, Click on the appointment on the calendar. 

  2. The Appointment Options pop up screen will appear. Click the Send to Sale button. 

  3. This will show the Counter Sale screen, listing the client name and the service that was performed. To complete the sale, cick the Complete Sale button. 

  4. This will prompt the Payment pop up screen. It will list the Amount Due in red and tell you if there is any Change in green.

  5. Select the type of payment the client is using by choosing the relevant option under the Select a Payment Type section.  If the client is paying across multiple payment methods, you can select multiple payment types by clicking them here. 

  6. The payment you have selected will appear below in the Payments section, along with the amount and a minus icon to delete the payment if necessary.  

  7. If you wish to email the receipt, tick the Email receipt checkbox. Note: The  Email receipt checkbox will only appear if your client has an email address.

  8. If you wish to send the receipt to your printer for printing, select the Print receipt checkbox. 

  9. If you wish to rebook this appointment as a repeated booking, check the  Repeat Booking checkbox. 

  10. Click the Complete Payment button to complete payment.

  11. If you have selected the Repeat Booking checkbox, you will be prompted with the Repeat Booking pop up screen. You can repeat the appointment as a Regular Appointment or as a Once Off Appointment. To repeat as a regular appointment, select the appointment interval in the Repeat In field, and for how long in the Repeat For field. For example every 4 weeks for the next 16 weeks will repeat the appointment a total of 4 times. To repeat as a once off appointment, simply choose a date and time and this will repeat the appointment only ONCE. For this example, choose to repeat as a regular appointment for the next 8 weeks then click the Add Repeat Appointment button. The receipt will then be emailed to your client or print to your designated printer. 

  12. The original appointment will display as been Completed highlighted in Red.  
    Congratulations! You have now mastered You'reOnTime :)

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