Recording Payments

Payments are typically recorded from the appointment detail page, but can also be managed from the global payments list.

Payment sheet

The payment sheet is the primary UI for recording payments. See Payments on Appointments for the full field reference.

Cash mode

When the cash payment method is selected, a special change-to-give calculator appears:

Change = Cash received − Remaining amount − Tip

As you enter the cash amount received, the change to give updates in real-time (with a 150ms debounce).

Default payment method

The payment method field is pre-populated with your default payment method. This is loaded synchronously from cache for instant display when the sheet opens.

Quick-fill amount

The “Remaining: X” button fills the amount field with the outstanding balance, saving you from calculating it manually.

After recording

After a payment is recorded:

• It appears in the appointment’s payments section
• The appointment’s paid amount and remaining balance are updated
• If applicable, downpayment and payment settled flags are updated automatically