Managing Upfront Payments

Look for the green card icon "Review Payment" tab on the appointment.
Right-click on the appointment to view the details, including the upfront payment amount.

Right-click on the appointment and select Check Out.
You’ll see an extra line item labeled Redemption Line that deducts the upfront payment.
The outstanding balance will reflect the remaining amount after applying the upfront payment.
Complete the process:
- Select the additional payment type (if applicable).
- Click End Sale to finalize the checkout.

Go to the client’s profile and select Client History.
The upfront payment amount and booking details will be displayed here for easy reference.

Delete the Appointment:
- Right-click on the appointment and select Delete.
- Enter the reason for cancellation (e.g., client canceled or no-show).
Access the Cancellations Menu:
- Click the menu icon at the bottom of the screen and select Cancellations.
- Choose the relevant date range to locate the appointment.
Options for Managing the Upfront Payment:
- Charge the Full Fee:
  - Check the box for the full fee and select Process.
  - Confirm the action to complete the transaction.
- Transfer to Account:
  - Select the transfer option and process it to move the amount to the client’s account.
- Charge a Partial Fee:
  - Enter the desired amount to charge, process the transaction, and transfer the remaining balance to the client’s account.
Complete the Process:
- Click Done after completing the action.

Use the Client History feature to keep track of payments and cancellations.
Customize how you manage cancellations based on the situation (full charge, partial charge, or transfer to account).
Ensure reasons for cancellations are properly logged for future reference.

This article provides a step-by-step guide to effectively manage upfront payments, covering how to review, process, and handle cancellations or no-shows. By following these steps, you can ensure smooth handling of payments and maintain clear records.