Payments in Appointments

Overview

The Payments Tab in the Appointment Modal allows you to manage all payment-related details for an appointment in one place. You can track the amount paid, remaining balance, attendee-wise payment breakdown, transactions, and collect pending payments if needed.

Key Features

1. Payment Summary

   1. Amount Paid: Total amount already collected for the appointment.

   2. Remaining Balance: Pending payment that still needs to be collected.

   3. Total Amount: Overall cost of the appointment after discounts/coupons.

2. Attendee-Wise Payment Details

   1. See payments at the individual attendee level (Booker + Guests).
   2. Each attendee’s status is shown clearly:
      1. Paid: Full payment received.
      2. Partially Paid: Some amount still pending.
      3. Remaining: Outstanding balance to be collected.

3. Transaction History

• View a list of all transactions associated with the appointment.

1. Collecting Remaining Payments

   1. If a balance is due, you’ll see a Collect Payment button.

   2. Options include:

      1. Charge a Card – Process credit/debit card payments directly.

      2. Record Manually – Mark payments collected outside the system (cash, check, etc.).

How Payments Work Behind the Scenes

• When payments are enabled for a calendar, an associated product is automatically created (visible in the Products Tab) with a Calendar tag.
• These calendar-linked products cannot be deleted directly from the Products Tab.
• When an appointment is booked, an order is automatically created (visible in the Orders Tab). You don’t need to manage orders separately; everything can be handled directly from the appointment modal.

Support Limitations

• The Payments Tab is supported for all calendars, except:
  • Appointments booked via older Service Menu (v1).
  • Custom recurring appointments booked directly via the in-app modal.
• If a booking includes multiple guests, only one order is created for the full group.
• If you edit an appointment and add guests (with "Collect Payment for Guest" enabled), a new order is created each time you save changes.