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Take a payment in ZMA v2

Disclaimer

The POS functionality on Zenoti Mobile v2 is supported on iPads, Android tablets, iPhones, and Android phones.

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

Stage 

Perform these steps 

Add items to invoice

  1. Select an invoice, and tap Continue.

  2. Add items to the invoice.

  3. Tap Continue.

Add discounts

  1. Tap the Add Discount button.

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

  3. Tap Continue.

Take payment

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

  2. Tap Add Payment.

  3. To complete the payment, tap Close Invoice. You can also select Close + Print to print the invoice or Close + Email to email the invoice to the guest.

Refund an item

  1. Open a closed invoice.

  2. Tap the Refund icon.

  3. Select the items to refund.

  4. Update the item quantity and restock quantity.

  5. Tap Proceed.

  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 & Close Invoice.

Delete payment

  1. Open an existing invoice and expand it.

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

    Else, tap the delete icon next to the transaction.

Other actions from the point of sale

Sale, Action

Perform these steps

Initiate cashback

  1. Open the invoice.

  2. Add a service or a retail item to the invoice.

  3. Tap Take Payment.

  4. Tap Credit/Debit.

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

  6. Continue to process the card payment.

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

View invoice logs

  1. Open an invoice.

  2. Tap the Log icon.

Split commissions

Split commissions manually

  1. Open the invoice.

  2. From the right panel, select an item that was added to the invoice.

  3. Tap the split commissions icon.

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

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

  6. Tap Add and tap Done.

Split commissions automatically

You can enable auto-split to divide commissions equally when two or more Employees are involved in a sale. Refer to the Allow Automatic Commission Splitting article to enable the setting.

  1. After you enable the setting, 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 a 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. Open an existing invoice or create a new invoice.

  2. After adding items to the invoice from the list of services, products, packages, and memberships, tap Continue.

  3. Select an active benefit you want to redeem.

  4. To complete the payment and close the invoice, tap Continue.

Apply a campaign

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

  2. After adding items to the invoice from the list of services, products, packages, and memberships, tap Continue.

  3. From the Campaigns drop-down list, select the campaign you want to apply to the invoice.

    The Campaign Voucher Code box is displayed, if applicable.

    Enter the code and tap Add+.

  4. Tap Continue.

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.

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.

Add donations

Note

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

  1. Tap +Add 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. Tap 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 = Total collected amount - Assigned amount

To add more donations or edit donation details, tap Edit.

Add support staff gratuity (SSG)

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

  2. Tap Update.

Add discounts on the overall bill

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

  2. After adding items to the invoice from the list of services, products, packages, and memberships, tap Continue.

  3. From Other Discounts section, tap Add+.

  4. From Type of Discount, select percentage discount (%) or price discount ($).

    In the How much field, enter the value of discount.

  5. From Apply Discount to, select Overall Bill.

  6. Enter the discount value (% or amount) and tap Apply.

  7. Authorize the custom discount.

  8. To complete the payment and close the invoice, tap Continue.

Add discounts on a specific item or a combination of items

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

  2. After adding items to the invoice from the list of services, products, packages, and memberships, tap Continue.

  3. From Other Discounts section, tap Add+.

  4. From Type of Discount, select percentage discount (%) or price discount ($).

    In the How much field, enter the value of discount.

  5. From Apply Discount to, select Specific Items.

  6. Select an item from the list, enter the discount value or amount, and tap Apply.

  7. Authorize the custom discount.

  8. To complete the payment and close the invoice, tap Continue.

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. From the Zenoti Mobile menu, tap Appointments.

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

  3. Change the appointment status to Check-in.

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

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

    The payment is processed, and you get the “Auto-pay successful” confirmation message.

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

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

    You can view and revise the failed and pending Auto-pay transactions on Zenoti Mobile by navigating to the POS screen and tapping the Auto-pay icon.

Send payment link

You can use this option to collect payment for both individual and group invoices. There are two ways to send a payment link to guest:

Context menu

  1. From the Zenoti Mobile menu, tap Appointments.

  2. In calendar view, tap the guest's appointment and select Send payment link.

Point of Sale

  1. From the Zenoti Mobile menu, tap Appointments.

  2. Go to the guest's appointment and tap Take Payment.

  3. In the Point of Sale, tap the Send payment link button.

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