Track

Getting paid

Every way money comes in, and where it goes afterwards. Connect the account, take it at the counter or by link, then reconcile what landed in the bank.

10 lessons
Start with lesson 1 of this track

In order

  1. 1Getting paid: Stripe, the card reader and your payoutsStripe is not optional on a paid plan, and the payments page does nothing until it is connected. The reader, the payout report and the two fee lines all hang off it.4 min read · Owner
  2. 2Deposits, holds and card on file: which one do you wantA deposit is charged when a booking is made, online or by your team. A hold is placed 72 hours before and charged after, which is why it reaches clients who pay you in person.6 min read · Owner
  3. 3Checkout, receipts, refunds and creditsThe method you pick at checkout decides how you undo it later. A card charge refunds, a payment you marked yourself un-marks, and an unpaid invoice voids.6 min read · Owner or front desk
  4. 4Split a payment across two cardsSplit this payment takes part of the balance now with one method and leaves the rest for another. Two people paying half each is two parts on one invoice.1 min read · Owner or front desk
  5. 5Take a dollar off one lineAn invoice line's discount can be a percentage or an exact amount in dollars. Dollars off stay put when the price changes, and never take the line below $0.1 min read · Owner or front desk
  6. 6Packages: sell one, spend the credits, fix a balanceA package balance is held on the owner's account and stamped with the location that sold it. Those two facts settle most package questions.9 min read · Owner or front desk
  7. 7Reporting: settling the day, the fees, and who is overdueDay View splits a day's takings by how each payment arrived, so the drawer and the screen agree. Matching a month to the bank is a different job, and it uses a different number.5 min read · Owner or manager
  8. 8Send a client a link to update their cardThe action is on the Wallet tab of their profile, and it reads Text card update when a card is already saved.1 min read · Owner or front desk
  9. 9Copy a payment link instead of texting itAll three channels make the same checkout against the same booking. Only SMS spends an SMS credit.1 min read · Owner or front desk
  10. 10Read a client's wallet and credit balanceThe Wallet tab holds money that moved. Credits they are owed sit on the Packages sub-tab beside it.1 min read · Owner or front desk