How do I track cash and check transactions when closing out appointments?

Here’s how to track cash and check transactions when closing out appointments, starting from the “Schedule” tab of your Dashboard. Step-by-step instructions are below:


Step-by-Step Guide:

Step 1: Select your client’s completed session in the calendar.



Step 3: Select a single purchase package from the drop-down list and click on the “Select Payment” button.


Step 4: Select “Pay with cash” or “Pay with check” and click on the “Show Purchase Summary” button.

If paying by check, enter the check number.


Step 5: Click on the “Confirm and Charge” button.


Step 6: On the “Clients” tab, hover over the gear icon next to the client and select “Payment Details” from the fly out menu.


Step 7: Scroll down to view the list of charges.


In the amount column you will be able to view cash and check transactions.

Now you can track cash and check transactions!

Updated on October 30, 2020

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