If a customer misses an already paid appointment, you can transfer the payment as a courtesy to a new appointment. Here's how to proceed:
Option 1: On the day of the paid appointment
- Cancel the missed appointment
- Remove all services from the appointment and use the "Add deposit" function
- Enter the paid amount and complete the process with the payment method of the original appointment.
- For the customer's future appointments, the deposit can then be redeemed.
Option 2: The paid appointment is in the past
From an accounting perspective, past appointments cannot be cancelled. In this case, proceed as follows:
- Create a return for the appointment in the past
- Create a deposit in the amount of the return using the "Add deposit" function
- Complete the process - no payment method needs to be selected since the invoice amount is 0.00.