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Take a payment in ZMA v1

  1. Tap the appointment from the Appointments tab. Alternatively, open the invoice from the POS tab.

  2. Add more items as required.

  3. Tap Take Payment.

  4. Tap Take Payment and select the payment mode.

  5. Tap Close Invoice.

Action

Perform these steps

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, in the Take Payments screen, remove the auto-applied one, select a different one, and tap the Apply icon.

Edit service price or quantity

Swipe the service to the left and tap the Edit icon.

Add tips

  1. Tap the Tips link, and then enter the applicable tip.

  2. Tap Done.

Split tips

  1. Next to Tips, tap the Split Tips icon.

  2. Enter the tip value for the provider.

  3. Add more employees, as required.

  4. Enter tips for all the added providers.

  5. Tap Done.

Add support staff gratuity (SSG)

  1. Tap the SSG link, and then add the applicable amount.

  2. Tap Update.

Add discounts

  1. Tap the Discounts link, and then add the applicable discount.

  2. Tap Done.

Apply membership

  1. In the Payment screen, tap Membership.

  2. Select the membership and click Apply.

Apply package

  1. In the Payment screen, tap Package.

  2. Select the package and click Apply.

Pay using gift card

  1. In the Payment screen, tap Gift Card.

  2. Enter the gift card number and click Apply.

Use Auto-pay to take payments

  1. Tap the Auto-pay guest’s appointment.

  2. Change the appointment status to Check-in.

    The guest’s saved card is authorized at check-in.

  3. At the bottom of the appointment screen, tap Auto Pay while taking payment.

    If the card authorization fails at check-in, the Auto Pay option is disabled, and the failure message Authorization failed for this invoice. Please collect payment in-store. appears in the lower panel of the appointment screen

    You can then proceed to collect the payment by tapping the Take Payment Manually button.

    You can view the Failed and Pending Auto-pay transactions on Zenoti Mobile by navigating to the POS screen and tapping the Complete Auto-pay icon to revise the payment.

Refund an item

  1. Tap the POS tab.

  2. Tap the Closed tab.

  3. To select the invoice, scroll down to the invoice or enter the invoice number or the guest name.

  4. To open the receipt, tap the invoice. Tap Refund.

  5. Select the item and enter the amount you want to refund for the guest. Tap Save.

  6. Tap to select the item you want to refund. Tap Proceed.

  7. Choose one or more payment methods for the refund. Tap Refund.

Limitations

  • If you are using a gift card or a credit card as the payment type for a guest, you can only refund the amount directly to the card that was used to pay for the service.

  • For integrated credit processing, you need not enter the card details, since Zenoti automatically refunds the amount to the card from which the amount was received.

  • If the payment was made through a debit card, you will receive an alert to swipe the debit card, after which, Zenoti completes the refund process.

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