Taking payment and refunds

Take payment from an appointment on the Calendar or Overview.

Recording a payment

Record payment for money taken outside BeautyReso: cash, Interac e-Transfer (clients send it to you, then you mark it paid), or other (for example your own card machine). Enter the amount and an optional tip and note.

Card payments

With Stripe or Square connected:

• Card pay link: Copy link to send to the client, who pays on their phone. The appointment shows Client is paying online… until it's done.
• Charge the card on file, for fees under your policy.

Gift cards at checkout

Choose Gift card and enter the code. If the card doesn't cover everything, you'll see what's left to take another way.

Refunds

Open the payment from the appointment or Sales and choose how much to refund. Card payments are refunded through Stripe or Square, back to the client's card. Only people who can manage appointments and see sales can refund.

Fixing a mistake

For a cash or e-Transfer payment recorded by mistake, Remove this payment.

If something goes wrong

• "Check the amount." or "Enter amounts like 95 or 95.50.": type just the number.
• "This appointment was cancelled.": cancelled appointments can't take payment.
• "Stripe couldn't make a pay link. Try again.": check Settings → Money says Taking cards, then try again.