This function gives you the ability to accept advance payments on-site for appointments in the future and record them correctly.
1. If you want to record an advance payment for an appointment, open the corresponding appointment and click on Cash Register.
2. Then click on the "Record Advance Payment" button:
3. In the subsequent dialog, select the payment method with which the advance payment should be made and the advance payment amount:
4. Subsequently, a walk-in appointment opens for today, which can be settled with the desired payment method.
5. Your advance payment has now been recorded and is noted accordingly in the appointment. On the day of the appointment that was paid in advance, redemption is then possible:
Send Advance Payment Link via Email
If the customer makes the appointment by phone and is not on-site to make the advance payment directly, a payment link can be sent to her via email. Prerequisite: Online payment is set up.
After clicking on Cash Register > Advance Payment, the message can be sent using the "Send Advance Payment Request via Email" option.
