Client se payment record kijiye
Client ne booking ke liye jo money diya hai, vo UPI, cash, card ya bank transfer se record karo, aur dekho ki abhi bhi kitna pay karna baaki hai.
Start karne se pehle: Settings mein "Roles & Permissions" ke under, staff ko "View balances & take payment" ka option chahie. Business owner ke paas hamesha hota hai.
Steps
- "Bookings" open karo aur pet ka card dhundho. Card par money line par tap kijiye. Ye show karta hai ki kya due hai ya paid hai, ya "No charges yet".
- Agar client ko abhi bhi pay karna hai, toh aapko "Record Payment" dikhega. Agar abhi kuch due nahi hai, toh "+ Record advance payment" par tap karo. Check-out ke baad, "+ Record payment" dikhta hai.
- UPI already pick ho gaya hai. Agar unhone cash, card ya bank se pay kiya hai, toh uski jagah us par tap kar dijiye. "Paid on" aaj hai: Agar unhone pehle pay kar diya hai, toh change kar dijiye.
- Unhone jo amount diya tha, use type kar dijiye. Grey number sirf balance hai. "Record" par tap kijiye aur aapko "Payment recorded" dikhega. Part payment theek hai.
- Check-out par, charge button payment bhi record kar leta hai. Yahan dobara record mat kijiye.
Agar yah work nahi karta hai,
- Aap dekhiye "More than the balance due": amount client ke due amount se zyada hai. Check karo, aur "Record anyway" tabhi tap karo jab sahi ho.
- Payment galat hai ya do baar record hua hai: bill par "History" open kijiye aur uss par cross tap kijiye. No-permission message ka matlab hai staff ko "Refunds & credit notes" chahiye.
- Client package ke liye pay kar rahe hain, booking ke liye nahi: "Clients" se pet open kijiye, phir "Packages". Package par menu button tap karo, phir "Record payment".