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