We can now integrate our POS system with service calendars for mobile payments. This enhancement allows business owners to seamlessly collect the balance amount for service appointments where a deposit payment has been recorded, using Tap to Pay and the POS system.
View Payment Amounts in Calendar Events
Navigate to the Appointments section on the mobile app and tap the event card of a service appointment. You can now easily view the amount due for that specific service.
View and Edit Invoices
Access the associated invoice directly within the event card. You can also edit the invoice to include additional costs, such as extra services or extended time beyond the allotted period.
Record Payments
Record payments for services directly from the appointment event using Tap to Pay, Card, Cash, or Manual Entry.
Enable Payment Settings
Head over to the calendars section on your sub-account via the web and ensure you turn on the "Accept Payments" toggle under your service calendar's Forms and Payments section. Do not forget to set the payment mode to "Live."
Define Payment Settings
Configure your payment settings within the calendar and hit save.
Appointment Visibility
Every time a customer books an appointment, the event will appear on your mobile app under the Calendars section.
Access the Mobile App
Open the mobile app with the same subaccount selected.
Tap on the Event
Select the event to proceed with the payment process.
View Payment Details
You will see the amount due for the service along with two buttons: "View Invoice" and "Record Payment."
Invoice Management
Tapping on "View Invoice" will open up the invoice, allowing you to make edits.
Record Payment
Tapping on "Record Payment" will open up the payments instrument screen.
Complete the Payment
Select Tap to Pay or your preferred method to record the payment, and you're good to go!
This feature seamlessly ties together two of the mobile app's most prominent modules—calendars and POS—ensuring a straightforward and seamless payment collection flow.
1. How do I enable payment acceptance for my service calendar?
To enable payments, go to the calendar settings in your web sub-account, navigate to the "Forms and Payments" section, and toggle on "Accept Payments." Ensure you set the payment mode to "Live" before saving the settings.
2. Can I edit an invoice after it's been created for an appointment?
Yes, you can edit invoices directly from the mobile app. Simply access the appointment event, tap "View Invoice," and make any necessary changes, such as adding extra costs for additional services or extended time.
3. What payment methods are available to record payments from the mobile app?
You can record payments using various methods like Tap to Pay, Card, Cash, or Manual Entry. Choose the most convenient method based on your customer's preference.
4. How do I view the payment details for an appointment?
Navigate to the "Appointments" section of the mobile app, tap on the specific event card, and you'll see the due payment details, along with options to view the invoice and record the payment.
5. Will appointments automatically appear in my mobile app after a customer books them?
Yes, once a customer books an appointment, it will appear in the "Calendars" section of your mobile app under the appropriate service calendar. You can then access the event to view or manage payments.
