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How to add a payment
How to add a payment

Learn how to add a payment for an appointment or retail sale

Mark Raa avatar
Written by Mark Raa
Updated over a week ago

Diarize Me operates as a full POS (point of sale) system that allows you to capture payments, gratuity, and print receipts.

To capture a customer payment, either click, or right click on the appointment, and click on 'Go To Account':

The account displays any appointments, gift cards, or retail items purchased by the client. To capture a payment, click on 'Add Payment':

Confirm the amount that the client is paying, whether he/she wants to add a tip, who the tip is for, and the payment method, and click 'Add Payment':

The payment is recorded on the account and the account is closed. You can now print a receipt, or email the client an invoice. The next time the client visits, a new account will be created for them. 

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