Payments on Appointments
Every appointment can have payments recorded against it — tracking what customers have paid, what’s outstanding, and managing deposits.
Payments section
Section titled “Payments section”The appointment detail page shows a Payments section with:
- All payments grouped by date (newest first)
- Total paid amount at the bottom
- A + button to add a new payment
Recording a payment
Section titled “Recording a payment”Tap + or the Pay quick action button to open the payment sheet. The sheet has two tabs:
Regular payment tab
Section titled “Regular payment tab”| Field | Description |
|---|---|
| Customer | Select which customer is paying (auto-selected if only one) |
| Payment method | Choose from your configured payment methods |
| Amount | The payment amount, with a “Remaining: X” quick-fill button |
| Tip | Optional tip amount (collapsible field) |
| Payment date | With “Today” and “Appointment date” quick buttons |
| Downpayment settled | Toggle to mark the deposit as paid |
| Payment settled | Toggle to mark the full balance as paid |
| Description | Optional notes about the payment |
Cash mode
Section titled “Cash mode”When the cash payment method is selected, additional fields appear:
- The change-to-give calculator shows how much change to return (cash received − remaining amount − tip)
- Values update with a 150ms debounce as you type
Payment link tab
Section titled “Payment link tab”This tab only appears when a payment integration (like Mollie) is connected:
| Field | Description |
|---|---|
| Customer | Select the customer |
| Amount | The payment link amount |
| Downpayment settled | Toggle for deposit marking |
| Payment settled | Toggle for full settlement |
| Description | Optional notes |
On submit, a payment link is created and the Share Payment Link Sheet opens with the URL and QR code. See Payment Links for details.
Auto-settlement logic
Section titled “Auto-settlement logic”- When the payment amount meets or exceeds the remaining downpayment → “Downpayment settled” auto-checks
- When the payment amount meets or exceeds the remaining balance → “Payment settled” auto-checks
- If you toggle “Payment settled” while the amount is less than the remaining balance, a confirmation dialog asks if you want to settle for less
Pending payment links
Section titled “Pending payment links”Payment tiles for pending payment links show a share button so you can re-share the link with the customer.