If a client has already paid for their service before marking the session as complete, you can record this payment using the Other Payment Type or Manage Payments options.
Here’s how to do it:
1. Mark the Session as Complete:
Navigate to the Appointments Section:
Go to the Appointments section on your dashboard.
Select the Appointment:
Click on the appointment you want to mark as complete from the Open tab.
View Appointment Details:
Click on the View Details option on the far right of the appointment.
Select Mark Session Complete:
Choose Mark Session Complete.
2. Choose Payment Type:
Other Payment Type (for platforms that have payment partners integrated):
Select Other Payment Type to verify or edit line items, then select Send Receipt.
Manage Payments (for platforms that do NOT have payment partners integrated):
Select Manage Payments to verify or edit line items, then select Send Receipt.
3. Send Receipt:
After selecting the payment type, choose Send Receipt.
This action will send a receipt to the client’s email address on file, confirming that the payment has been received.
4. Record the Payment:
The payment will be automatically recorded in the Billing section.
It will also be updated in the client’s profile as Paid, ensuring that your records are accurate and up to date.
By following these steps, you ensure that cash payments are properly documented and that clients receive confirmation of their payment through an emailed receipt. This process helps maintain accurate financial records and enhances client trust through transparent billing practices.