An appointment will automatically be marked as paid once the client pays their invoice online or if you charge their card. 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
If you only need to mark a single appointment as Paid, go to your Calendar View.
Locate the calendar icon
on the left side menu and select 'Calendar 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 hyperlink next to the total amount including the tip, as shown below:
If you accidentally marked an appointment as paid through the Calendar View, go to the appointment's billing section and on the 'Billing Actions' button click 'Mark appointment as unpaid'
List View
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.
Customer's Profile
If you lose track of a customer's unpaid appointment, you can go to the contact's profile to look for it.
Locate the contact icon
on the left side menu and click on 'All contacts'.
Search your customer using the search bar. As you type in characters, the list will get filtered.
Click on the customer's name to open their contact's profile.
Once on their profile, click the 'Actions' button and then Update Customer Balance.
The next page will show all the unpaid appointments for this customer only. Select the appointment(s) you want to mark as paid using the checkboxes on each appointment.
After selecting the desired appointments, click the Bulk Actions button and then 'Mark as: Paid'.
Additional Notes
Marking an appointment as paid does not mean you are charging their card. Learn to charge a customer here.
Unlike manually marked-as-paid appointments, you won't be able to undo the charging of the card as well as marking the appointment again as unpaid. You will also not be able to edit the financials (total amount). For a workaround, please follow this article: How to Adjust the Amount of a Paid by Card Appointment.
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