Income & finances
Issue one completed appointment’s receipt
The payment method is recorded information, not a charge; an issued receipt locks later financial edits until voided.
Step by step
- Open “Calendar” from the sidebar.
- Open the correct saved appointment in Calendar. Owners can review the location; collaborators are restricted to their own appointments and cannot void receipts. Generation here supports COP only. A scheduled visit must be completed through its actual attendance workflow first.
- Check services, saved prices/discounts and completed product sales before issuing. Arrived/Late may already have issued a receipt automatically; inspect the receipt block before generating another. Unpaid product reservations are not included as completed sales.
- For a completed appointment with no current receipt, choose Cash, Card, Transfer or Other and press Generate receipt once. This records the selected method; it does not take payment or verify the bank. Wait for success and the saved receipt number.
- Open PDF from the block or “Receipts” and verify customer, service/product quantities, adjustment, tax if applicable and total. Browser PDFs may open a new tab; native app opens a prepared link in the external browser. If opening fails, return/reload and try the existing PDF, not another issuance.
- If a financial detail or payment-method record is wrong, the owner can Void after confirmation, correct the appointment/products where allowed and issue a new receipt. Old documents stay in history. Voiding does not cancel the appointment, return products or refund money; after uncertainty check Issued/Voided before acting again.
Feature availability depends on your plan and permissions.