Appointments uses your SwipeSimple account to take payments. Customers can pay deposits via an automatically generated SwipeSimple Invoice, and you can collect the remaining balance via the Virtual Terminal or other means.
Setting Payment Terms on a Booking Type
Each booking type sets what a customer pays when booking online:
- No payment: the booking is confirmed right away.
- Deposit: a percentage or a fixed dollar amount.
- Full payment: the whole price.
When a deposit or full payment is required, the customer is shown a confirmation screen with a status of Awaiting Payment. The booked time is held for 15 minutes and they will see the option to Pay deposit that is due.
If the customer does not pay in time, the hold is released and the unpaid payment page is cancelled.
| Note: Please do not edit or void a deposit from the Invoices page in SwipeSimple. Changing a deposit there can stop Appointments from recognising the payment. Instead navigate to the customer’s booking and use the Edit Balance option. |
Collect the balance
The Payment section on a booking shows the price, the deposit terms, the amount collected, and the balance.
- Open the booking and click Collect $X.XX.
- The SwipeSimple Virtual Terminal opens in a new tab with the customer, amount, and booking filled in.
- Take the payment. The booking's collected amount and balance update.
To record a payment taken another way, such as cash, click Edit balance and enter what the customer still owes. Entering $0.00 marks the booking paid. This does not change the booking's status.
Refunds
Refunds for cancellations are not automatically processed. To refund a deposit or payment, refund the transaction in SwipeSimple. When you cancel a booking that was paid online, the booking is flagged so you remember to refund it. See Refunding a Transaction.
