Allocating Payments to Multiple Appointments

Allocating Payments to Multiple Appointments

Step 1: Click the Take Payment box located at the upper-right side. 

Step 2: Input the details of the payment. 
  1. Client - choose the client you want to record payment
  2. Payment Type - select what type of payment they are going to use


Step 3: Input the payment amount in the designated box. If necessary, you can include a Ref# and any additional Notes. Afterward, click on Record Payment.


Step 4: Once the payment is recorded, you can now allocate the payments to any outstanding sessions. Go to Billing in the main menu, set your view to 'By Transaction' then click Payment under the Status lists. 


Step 5: A pop-up box will display the Allocate Billing options. By selecting the dropdown box, you'll find a list of all unpaid sessions. Choose the session you wish to allocate the payment to, then adjust the corresponding amount as needed. 


Step 6: To include an additional unpaid session, select the (+) icon located in the left corner. From there, pick another session to allocate the remaining balance then click Save Changes. 



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