Checkout, receipts, refunds and credits

A business rang support because their receipt process took too long. They had no process to shorten: the receipt sends itself when the booking is paid in full, and the part actually worth learning is how to take money back off a booking it should never have gone on.

Pick the method, then read the button

1. Open the booking from Appointments.
2. Under Payment Method, choose how the client is paying.
3. Read what the button under the totals says it will do, then select it.

The button under the invoice spells out what pressing it does, and that wording is the difference between moving money and writing down money that already moved. Charge Card on File and Take in-person Payment go to Stripe. Paid by Cash, Mark paid by bank transfer and Mark as Paid only record it, which is why they are the ones a mistyped total can be taken back from. Other EFTPOS, the method for a separate machine, is not offered once a Stripe card reader is paired and switched on.

Secure Payment Link asks how to deliver it under Deliver Link By: SMS, Email, Copy Link or Magic QR Scan. Each makes the same Stripe link, and only SMS spends an SMS credit.

1. Under Payment Method, choose Secure Payment Link.
2. Under Deliver Link By, choose Copy Link, then select the button under the totals, which reads the amount and Copy Link.
3. Paste the link wherever you talk to the client, then select Done.

Copy Payment Link holds the link ready to paste, and sends nothing. Email has Petboost email the client a pay-online message with the link in it. Only when that email cannot go does Email Payment Link open instead, so you can send it from your own email with Open Email or copy it.

Magic QR Scan puts the link on your screen for a client at the counter to scan with their phone camera, sends no text, and changes to Payment received by itself once they have paid. The page the link opens carries your business's name, and offers Afterpay and Zip once you switch on Afterpay and Zip in Pricing & Payments and in your Stripe Dashboard.

A customer with no email on file has nowhere for that receipt to go, so taking their payment at the counter asks first. No email for, with their first name, opens before the money moves: type it under Email and select Save and take payment, or select Skip to take the payment without a receipt. The email saves to their profile, and the booking does not ask again. A payment link never asks, because the client is not at the counter.

Paid in parts, or at the end

Not every visit is paid in one go at the counter. Split this payment, under the payment button, takes part of the balance now with one method and leaves the rest on the invoice for any other: Split a payment across two cards. Each part is listed under the totals, the booking reads Partially paid until the parts cover it, and once they do, the charge buttons go, so nobody takes it twice.

A visit a package credit only part covers keeps the rest on its invoice. Checking it out from Mission Control or the calendar's quick menu opens that invoice with Balance still to take at the top, so the outstanding amount is taken before the visit reads paid.

A client who collects without paying can carry the link home in the pickup text. On Send Pick-up SMS, Include payment link appears when the booking still has a balance and the client has no card on file. It adds the Stripe link to that text, so there is no separate payment text, and the switch keeps your last choice for the next one.

With Pay on Arrival on, under Deposits & Pay on Arrival in Pricing & Payments, a set percentage is taken when the pet is checked in, and the check-in button names it, such as Check In · takes $50.00. Check in, pay at the end checks the pet in and leaves that amount on the bill for check-out instead.

Taking the full balance days before a visit stops to warn you, because paying in full locks the booking: you cannot move the date or change the services, and the customer gets no more reminders. Choose Charge it at check-in, Take part now, which opens the split, or the full amount. A part payment or Pay on Arrival leaves the booking open, so neither brings the warning up.

A price that needs to come down for one visit is a discount on its line, as a percentage or as dollars off: Take a dollar off one line.

Which undo you get depends on how it was paid

1. Open the booking from Appointments.
2. On the Invoice, open Manage.
3. Select the one undo it offers: Issue Refund, Un-mark as Paid & Re-process or Void Invoice.

The invoice has its own Manage menu, separate from the one beside the status chip, and it holds three ways to take a payment back. You are only ever offered one of them: Issue Refund where Stripe holds the charge, Un-mark as Paid & Re-process where you marked it yourself, and Void Invoice where nobody has paid at all. Voiding sets every line to $0.00 and cannot be undone, so it belongs to the duplicate booking rather than the disputed one.

A refund, in full or in part

1. Open the booking from Appointments.
2. On the Invoice, open Manage and select Issue Refund.
3. Choose Full Refund, or choose Partial Refund and enter the amount.
4. Choose a reason, answer Notify customer?, then select Process Refund.

Full Refund carries the amount already paid on its badge, so the figure is checkable before you commit. Partial Refund opens an amount field that will not accept more than Maximum amount, which is how you hand back the difference on an overcharge. Notify customer? has to be answered before Process Refund turns on, and Refund silently is the honest choice when you have already rung them. If they would rather leave the money with you, close this sheet and put it on their file as package credits instead.

A card deposit on a booking that is still open can be refunded the same way. The booking keeps its status and the amount goes back on the balance due.