Summary:
Learn below the other methods you have to mark an appointment as paid in case your customer used another payment method like cash, Venmo, or PayPal.
Calendar View, Dispatch View, Map View
Marking Individual Appointments as Paid
To mark an individual appointment as Paid, locate the calendar icon
on the left side menu and select your preferred schedule view.
Select the appointment you need to mark as paid.
On the appointment details pop-up, scroll down to the 'Billing' section.
You can mark it as paid using the Billing actions button or the Mark as paid button next to the Total amount including the tip, as shown below:
If you accidentally marked an appointment as paid, go to the appointment's billing section and, on the Billing actions button, click Mark appointment as unpaid.
List View
Bulk-Marking Appointments as Paid
If you need to mark multiple appointments as paid, use the List View.
Locate the calendar icon
on the left side menu and select 'List View'.
On the next page, click on 'Edit filters' right below the Appointments title.
On the 'Show' field, select only Unpaid appointments.
The filters allow you to select the time frame and even filter by customer's name, employee, and many other options.
Once you have set up the parameters to search the unpaid appointments, click the button
and wait for the page to load the unpaid appointments.
To edit the filtered appointments in bulk, check at least one box for an appointment. This will update the
button to 
.
Under the Bulk Actions button, you can select all the filtered appointments or manually mark the appointments you want to mark as paid.
Once you select the appointments, hit the Bulk Actions button again and click on Mark as: Paid.
Additional Notes
Marking an appointment as paid does not mean you are charging the card on file. Learn to charge a customer's credit card below.
Unlike manually marked-as-paid appointments, appointments paid by card cannot be marked as unpaid or edited, including changes to the total amount. For a solution, please follow this article:
An appointment will automatically be marked as paid once the client pays their invoice online or if you charge their card.
By marking appointments as Paid, you're also updating the customer's Revenue To Date and Unpaid Balance.
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