Record a payment from a client

Record money a client gives you for a booking, by UPI, cash, card or bank transfer, and see what they still owe.

Before you start: Staff need "View balances & take payment" on their role, under "Roles & Permissions" in Settings. The business owner always has it.

Steps

Open "Bookings" and find the pet’s card. Tap the money line on the card. It shows what is due or paid, or "No charges yet".
If the client still has to pay, you see "Record Payment". If nothing is due yet, tap "+ Record advance payment". After check-out it reads "+ Record payment".
UPI is already picked. If they paid by cash, card or bank, tap that instead. "Paid on" is today: change it if they paid earlier.
Type the amount they gave you. The grey number is only the balance. Tap "Record" and you see "Payment recorded". A part payment is fine.
At check-out, the charge button also records the payment. Do not record it again here.

You see "More than the balance due": the amount is more than the client owes. Check it, and tap "Record anyway" only if it is right.
A payment is wrong or recorded twice: open "History" on the bill and tap the cross on it. A no-permission message means staff need "Refunds & credit notes".
The client is paying for a package, not a booking: open the pet from "Clients", then "Packages". Tap the menu button on the package, then "Record payment".