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Make a sale on Zenoti Mobile v2 (on phones)

Add items to the invoice

  1. Open an existing invoice or create a new invoice.

    You can also add items to an existing invoice directly from an appointment.

    Tap Add items in the Upsell other items section.

  2. Select the tab related to the item you are selling.

  3. Select the item.

  4. Tap Add+.

    The item is added to the invoice. You can follow the same steps to add multiple items to the invoice.

Edit items added to the invoice

  1. Open an existing invoice.

  2. Tap Edit for the item you want to modify.

  3. Make the necessary modification and tap Done.

Add an item

Steps

Points to consider

Product

  1. Tap Products tab.

  2. Select the product

  3. Tap Add.

You can also scan the product barcode to add it to the invoice.

Service

  1. Tap Services tab.

  2. Select the service, by tapping Add.

  3. Select the service provider, start and end time of the service, and room from the drop-down lists.

  4. Tap Add to invoice.

Package

  1. Tap Packages tab.

  2. Select the package

  3. Tap Add.

Supported package types:

  • Offer packages

  • Series packages with bundled products

  • Series packages with scheduled payments

Membership

  1. Tap Memberships tab.

  2. Select the membership.

    For a recurring membership, pick the date for the first payment. The current date is selected by default. You can change the bill date for the future, but the invoice cannot be closed till the future date.

  3. Tap Add.

Bill date can be a future date, except for recurring memberships.

Memberships with setup fee will have two invoices: one for the setup fee and the other for the first payment.

If you give a discount on a recurring membership, it is applicable to all future recurring payments.

Prepaid cards

  1. Tap Prepaid cards tab.

  2. Tap Add.

  3. Enter the price, value, card number and an expiry date.

  4. Tap Add to invoice.

The value of the card is auto-calculated, and it appears in the Value box. To edit the value, tap the Value box.

Sale of a prepaid card with a value higher than the price is controlled by role permissions.

In the Notes box, enter any information related to this card. You can see this information on the guest's profile under the Prepaid Cards tab.

To allow one-time redemption of the prepaid card, select the One time use checkbox. Any balance, after the card is used for the first time, expires automatically.

Amount gift card

  1. Tap Gift cards tab.

  2. Tap Add next to custom amount in the custom gift cards section.

  3. To pick an expiry date, tap the calendar icon. Alternatively, in the Expiry Days box, enter the number of days in which the card will expire.

  4. Enter the card number, price, and value of the card.

  5. To add the gift card for another guest, select Others and select an existing guest or add a new guest.

  6. Add any notes related to the sale. The notes entered here will appear in the Gift Card tab in the guest profile.

  7. Tap Add to invoice.

To send the gift card to the guest over an email, select the Mail to <recipient name> checkbox.

To allow one-time redemption of the gift card, select the One time use checkbox. Any balance, after the card is used for the first time, expires automatically.

While taking payment from the guest, if there is a gift card in the invoice and an active promotion for the center, Zenoti shows a message ‘The customer may be eligible for a Bonus Gift Card (View Terms and Conditions)’. To see the rules related to the promotion, tap the View Terms and Conditions link.

Note: You can also sell predefined amount gift cards configured by your business.

Service and package gift card

  1. Tap Gift cards tab.

  2. Tap Add next to custom services and packages in the custom gift cards section.

  3. Search and select services and day packages.

  4. To pick an expiry date, tap the calendar icon. Alternatively, in the Expiry Days box, enter the number of days in which the card will expire.

  5. Enter the card number, price, and value of the card.

  6. Select the recipient of the gift card. To add the gift card for another guest, select Other recipients and select the existing guest or add a new guest.

  7. Add any notes related to the sale. The notes entered here will appear in the Gift Card tab in the guest profile.

  8. Tap Add to invoice.

The guest can also add a tip for the services on the gift card.

Note: You can also sell predefined service and day package gift cards configured by your business.

SVS gift card integration is not supported.

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