Collect quick payments
Learn how to take one time payments independent from an appointment, service or product.
In this article
How quick payment works
Quick payment allows you to enter an amount and take payment without creating a full sale or adding items from your catalogue. Because the payment isn’t linked to specific services or products, it’s recorded as a manual payment and may affect reporting accuracy, making it less easy to understand your sales.
For a fast way to collect payment while having a full record and accurate reporting, use the Pay now button.
Take a quick payment
- From the main menu on the left of your screen, go to Calendar.
- Click on the Add button in the calendar toolbar, then select Quick payment.
- In the pop-up, enter the amount you want to charge the client, then select the Continue button.
- In the right panel of the payment view, click on Add client to select an Existing client, create a New client, or leave the appointment as a Walk-in.
- In the left panel, select a payment from the list of options.
- Click on the Pay now button at the bottom to process the client's payment and complete the sale.
Once the payment is processed, the sale is recorded as a manual payment without being attached to an item. A receipt is also generated, which you can share the receipt with the client by email or print.
FAQs
Tips can be added during checkout when taking a quick payment and are processed as part of the same transaction. How tips are calculated and distributed follows your existing tip settings.
To refund a sale that was taken using quick payment, open Sales from the main menu on the left of your screen, then select Sales from the menu.