Record a cash payment
When a client pays you in cash or by transfer, record it on their booking: the booking reads paid and the money shows in your reports.
Step 1: Open Calendar and tap the booking. It shows the price and what the client still owes.Open Calendar and click the booking. It shows the price and what the client still owes.
Step 2: If they paid it all in cash, tap the “Record cash” button that shows the amount. Cash recorded shows with Undo for a few seconds, in case you tapped it by mistake.If they paid it all in cash, tap the “Record cash” button that shows the amount. Cash recorded shows with Undo for a few seconds, in case you tapped it by mistake.
Step 3: To record a transfer, or cash with a note, tap Transfer or note. Choose Paid by, enter the Amount for a transfer, then tap Record.To record a transfer, or cash with a note, click Transfer or note. Choose Paid by, enter the Amount for a transfer, then click Record.
Common questions
Why won't it record the cash right now?
The client may be paying online through the payment link at that moment. We close the link before recording cash so they never pay twice, so try again in a few minutes.
Can my team record payments?
Yes, each member records payments on the bookings on their own calendar.
And if the client sent the transfer they chose when booking?
Confirm it arrived from Today. How?