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Take a payment on Zenoti Mobile v2 (on phones)

To take payment in Zenoti Mobile v2, you have to go through four stages:

Stage 

Perform these steps 

Add items to invoice

  1. Select an invoice.

  2. Add items to the invoice.

  3. Tap the green bar with items added to proceed.

Add discounts (optional)

  1. Tap the Discount/Benefits button on the top right.

  2. Apply any active membership benefits, package benefits, campaigns, and discounts (if applicable) to the invoice.

  3. Tap Add Discount/Benefits.

Tips (optional)

  1. Tap Proceed.

  2. Enter tips.

    Note:

    If Pass processing fees on credit card transactions is enabled and you selected to apply the surcharge on the tips amount, then a percentage of the processing fees will be collected as a tips convenience fee from guests.

    This fee will appear as Tips convenience fee on the invoice, in the guest mode, on receipt and on the refund screen. It will be refunded to the guest on pro-rata basis.

Take payment

  1. Tap Take payment.

  2. Select from the payment options to collect the total amount due against an invoice.

    Note: Supported payment types:

    • Online and offline credit cards

    • Cash

    • Custom

    • Gift card

    • Memberships

    • Loyalty points

    • Payment links

    • Cheque

    • Autopay

  3. Tap Collect payment.

  4. To complete the payment, tap Close Invoice.

    Tap Print to print the invoice or Email to email the invoice to the guest.

  5. Tap Continue to go back to Point of Sale tab.

Other actions from the point of sale

Sale, Action

Perform these steps

Initiate cashback

  1. On an open invoice, navigate to Add other details page.

  2. In the Cashback field, enter the amount the guest wants as cashback.

  3. Tap Take payment to continue to process the card payment.

    The card payment automatically deducts the total amount, including the cashback amount.

View invoice logs

  1. On an open invoice, navigate to the Invoice Summary page.

  2. Tap the 3-dot menu next to Invoice no.

  3. Select Logs.

Split commissions

Split commission manually

  1. On an open invoice, navigate to the Invoice Summary page.

  2. Tap Edit for the item you want to split commission for.

  3. From the drop-down list, select a provider.

  4. Enter the percentage of commission the therapist will receive.

  5. Tap Done.

Split commission automatically

You can enable auto-split to divide commissions equally when a sale is handled by two or more employees. Refer to the Allow Automatic Commission Splitting article to learn more.

  1. Once enabled, navigate to the POS screen and add a product to an invoice.

  2. Assign the primary employee in the Sold By field.

  3. Tap the Split commission icon.

  4. Add the name of the second employee involved in the sale.  

Zenoti automatically splits the commission equally (50-50).  You may adjust the values if needed.

Redeem a benefit

  1. On an open invoice, navigate to the Invoice Summary page.

  2. Tap Discounts/benefits on the top right.

  3. Select an active benefit you want to redeem.

  4. Tap Add Discount/benefit to complete.

Apply a campaign

  1. On an open invoice, navigate to the Invoice Summary page.

  2. Tap Discounts/benefits on the top right.

  3. From the Add campaign section, select the campaign you want to apply to the invoice.

    Tap the Campaign Code button, if applicable.

    Enter the code and tap Apply.

  4. Tap Add Discount/benefits.

Edit service price or quantity

To change price or quantity of a specific item, tap Edit below the item.

Add donations

Note

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

  1. On an open invoice, navigate to the Invoice Summary page.

  2. Tap Proceed.

  3. On Add other details page, tap +Add donation.

  4. From the Donation drop-down list, select the donation type.

  5. From the Provider drop-down list, select the employee who sold an item to the guest.

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

  7. Tap Add donation.

To add more donations, on the Add other details page, tap + Add more donation.

To delete a donation, on the Add other details page, tap remove icon next to donation amount.

Add support staff gratuity (SSG)

  1. On an open invoice, navigate to the Add other details page.

  2. Tap the SSG, and then add the applicable amount.

  3. Tap Save.

Add discounts on the overall bill

  1. On an open invoice, navigate to the Invoice Summary page.

    To add more items to the invoice from the list of services, products, packages, and memberships, tap click here next to Want to add more items? and tap Items added button at the bottom.

  2. Tap the Discounts/benefits button on top right.

  3. Tap the discount type to select and Apply.

  4. To use Add Custom Discount, tap and select Percent or Amount .

  5. Enter the discount value (% or amount) and tap Add discount to authorize the custom discount.

  6. Tap Proceed.

    Note: To apply a discount for an individual item, tap Discount below the item.

Delete payment on an open invoice

  1. Open an existing invoice.

  2. On the payment page, tap the Paid amount on the top left.

  3. If it is a credit card transaction, tap the Initiate refund icon next to it and proceed with the refund process.

    For other payment types, tap the Delete button.

Refund an item

  1. Open a closed invoice.

  2. Tap the 3-dot menu icon on the bottom left.

  3. Select Refund.

  4. Select the items to refund.

  5. Tap Select refund type.

  6. To refund the amount, you can either select the Standard Payment Methods (Cash, Check, Custom) or choose the Prepaid Card option.

    Note

    The guest can choose to have the refund amount split across one or a combination of standard payment methods.

    Select one or more payment methods.

  7. In the Items Refund field, enter the refund amount.

  8. If the guest wants a refund of the tip amount, enter the tip value in the Tips Refund field.

  9. Tap Refund.

  10. Tap Process Refund.

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