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How to manage the payment status of a booking? | Module: Agenda

📌 Note: This management is for visual purposes only, as it does not generate a valid sales transaction that can be issued as a receipt to the customer.
✉️ SUPPORT: If you want to have this functionality, write to soporte@spalopia.com to book a free demo session of our Point of Sale.

You can register and update the payment status of an appointment directly from the booking confirmation by following these steps:

1. Locate the appointment

Go to Agenda and find the corresponding booking.

You can quickly identify its payment status by checking the colour of the left-side bar on the appointment:

  • Red bar: payment pending
  • Yellow bar: partially paid
  • Green bar: no outstanding balance

2. Access the appointment confirmation

Click on the appointment and select Confirmation to open the booking details.

3. Register the payment

From the booking confirmation screen:

  1. Click Charge with: Other.

  2. A new pop-up window will open, allowing you to select the payment method and enter the amount paid by the customer (full amount, partial payment, or deposit).

  3. Once you save the changes, the booking status will be updated automatically, both in the confirmation summary and on the appointment itself in the Agenda.

 

📩 If you have any questions during the process, please write to soporte@spalopia.com