Use Sidebar LHS to navigate
For global help click here
After an Appointment - Take Payment book future sessions
- 1.1 View current future bookings
- 1.2 All todays sessions will be added to the POS
- 1.3 Discuss other Sessions, products, bundles, bulk buys to add
- 1.4 Add Bulk Buy in same transaction
- 1.5 Final Payment to include
- 1.5.1 Balance of bookings just attended
- 1.5.2 Future bookings made
- 1.5.3 Stock items
- 1.5.4 Bulk Buys or Bundles added
- 2 Payments
Client finishes with Therapist comes to front desk to finalise and pay for appointment
Client finishes with therapist. Comes to front desk to pay and finalise that appt
View current future bookings
All todays sessions will be added to the POS
Even transactions that are fully paid will be added to the POS with zero to pay
If One of the Sessions consumed the last of a bulk buy
Alert user that they have used the last bulk buy (additional note if they also have future bookings that would not be covered by a bulk buy)
Discuss other Sessions, products, bundles, bulk buys to add
Use Services wizard to add bookings if required
Add Bulk Buy in same transaction
Service completed today > allow a bulk buy to be purchased today and used
Existing deposit paid to credit the overall payment
Bulk Buy total to be added to the transaction
The Bulk buy quantity to consider one used
Final Payment to include
Balance of bookings just attended
Balance to pay is after any deposit that was paid
Balance to pay is after any bulk purchases that need to be applied
Journal created moves funds from deposits to sale where required
Future bookings made
Deposit Required
Can be manually waived
Can insist on full amount up front
Will not be required if bulk buys exist
Will not be required if credit exists in a bundle
Stock items
Other items purchased
Scan into the POS
May have been prescribed by the therapist (will copy to the POS)
Bulk Buys or Bundles added
Â
Payments
Payment from Heath Fund
The payment from the health fund may be more or less than the total in the POS transaction
Where it is less - a balance payment is required
Where it is more - a credit will be created (that can be refunded)
Payments via credit card/s
Payment is possible via multiple cards - use the special menu
For information about SaaSplications go to http://saasplications.com.au