There are some business finance details that need to be set up for your business such as your business identifier (e.g. ABN), tax settings (e.g. GST, VAT, sales tax), commission options, invoicing details and booking payment preferences.
Business finance details
Steps
Navigate to Setup > System Settings > Business Detail
Navigate to the Finances tab
Complete the relevant fields
Please see the Creating an invoice article for more information regarding Invoices
Upfront booking payments
There are 3 Booking Payment options available for your clients:
No payment required when client makes a booking.
The client has the option to pay for the booking upfront, but if not, the booking is made and any payments will need to be manually followed up.
Capture card info when client makes a booking. Payment not taken.
The client must enter their card information when making their booking and the booking is then made. It’s validated to ensure it’s a valid card, but no payment is taken. This card information is saved with this option, so then you as an admin can charge their card for the booking when required, the client can’t opt out of their card being saved when this option is enabled.
Full Payment (or Deposit) is required for all client bookings and courses.
The client must pay in full (or the required deposit) for their booking before the booking is made.
Forcing upfront booking payments
You are able to determine if the client needs to provide full payment prior to any bookings based on your business requirements. It is highly recommended to turn this option on, as it reduces the possibility of no-shows and also helps enforce your cancellation policy.
If you choose to not force upfront payments, you will instead need to follow up clients for payments, which you can do by sending them the invoice, and the client can then make the payment online or in person. You can also keep track of all your unpaid bookings via the Dashboard menu under the Unpaid Bookings tabs.
Steps
Navigate to Setup > System Settings > Business Detail
Navigate to the Payments tab
Under the Booking Payments section
Note: It's recommended to select the Full Payment (or deposit) is required for all client bookings and courses option. If you don’t you will need to follow up clients for payments
