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Invoice level actions

If you want to…

Redeem a benefit

  • If your guest has a membership or package, it gets applied automatically to the invoice.  

  • To redeem a different membership or package, remove the auto-applied one, select a different one, and click the Apply icon.

Apply a campaign

Select the campaign and click the Apply icon. If you select a voucher campaign, the Voucher code field will appear, in which you can enter the voucher code.

Apply a coupon/ voucher

Enter the code in the Coupon/ Voucher box and click the Apply icon. If you have multiple voucher campaigns, then entering the voucher code will auto select the campaign without you having to manually scroll through the list of campaigns from the Campaigns drop-down field.

Note

  • When you enter the voucher code here, ensure they are not reused across other voucher campaign. If the voucher is reused in two existing campaigns, the recently created campaign will be applied. However, you still have the option to re-select the campaign according to your preference and enter the voucher code.

  • You can find the coupon number on the last visit’s receipt on the guest's profile. If you don't see any coupon number on the receipt, you can find the coupon number on the Coupon tab in the guest's profile.

Give discount on an item

Click in the Discount box and enter the desired discount.

Give discount on all items

Enter the amount in the Discount on invoice box and click the Apply icon.

Note

To give a percentage discount, enter the amount and enter ‘%’.

Add another item to the invoice

  1. Select the desired item.

  2. Select the sales person’s name from the Sale By list.

  3. Click Add.

Take outstanding payment

Click Pay Now to take payments for all invoices, including the current invoice.

Split tips

For a group bill, you can split tips among therapists by clicking the split icon.

Add discount for an individual invoice

  1. On the invoice, in sales section, click Discounts.

  2. Select the individual invoice.

  3. Enter the discount or select the campaign that you want to apply.

  4. Enter the comments.

    Note

    You can these comments even on the individual invoice.

View group invoice comments

On the individual invoice, refer to the Comments for Group Invoice box.

Store card details

Select the Store checkbox.

Add donations

In the Donation box, enter the donation amount, and then collect payment.

Note

You can collect donations using only cash, credit card, or custom payments.

  1. On the Donation window, click Add more donations.

  2. From the Donations list, select the donation type.

  3. From the Sale by list, select the employee who sold an item to the guest.

  4. In the Amount box, enter the donation amount.

  5. Click Save.

Important

For each donation, you must assign the donation to a donation type and to an employee. You can see the unassigned donation amount and add details accordingly.

Unassigned amount = Collected amount - Assigned amount

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