Pay Later Setup, Usage, and Reporting in Salon & Spa / Checkout

Description: Pay Later functions as a layaway on a product or service where each payment on the product or service is separate and must be paid individually. This is not to be confused with House Accounts, which typically is a combined tally of what is owed that can be paid off altogether. Learn more about this feature below. 

• Pay Later Setup
• Ringing Pay Later
• Pending Tickets With Balance – View & Edit/Refund
• Back Office Reporting

Note: This feature is intended to be basic, so there are no additional settings to alter the feature. If a business has particular rules on how Pay Later is permitted with customers, the employees would need to be aware of this, for the POS will not allow custom rules.

---

Review two examples of where Pay Later might be used below:

Scenario Example 1: A liquor store sells large quantities of its products to a local bar. Since the bar is a VIP client, the owner permits this customer not be required to pay for items immediately. Instead, the customer can make partial payments or full whenever the owner desires, such as by week or by month.

Scenario Example 2:  A bride-to-be is planning and paying for all bridesmaids' hair services. The business will ring all services in advance but only charge the customer an initial deposit, which the bride will pay the remaining owed in the future.

Pay Later Setup

1. To enable Pay Later, in Back Office, go to Settings > Payment methods, under GENERAL, to turn it on.
   
2. Tap Pay Later, toggle on as active and select SAVE.
   

Ringing Pay Later

On POS:

1. Add products and services to the transaction (like you would during a normal sale).
2. Assign Customer to ticket *Required for Pay Later to display as a tender option*.
3. Press Charge.

4. Press Pay Later to finalize the transaction:

Pending Tickets With Balance – View & Edit/Refund

On POS:

1. Press Tickets.
2. Tap Show >.
3. Tap With balance.
   
4. Unpaid tickets will appear. Select the transaction by pressing the Pay button. Confirm tender that is being taken.
   
5. If you only need to view or change a customer’s Pay Later tickets, you can recall the ticket as shown above in ‘Tickets,’ or you can alternately view it in the customer database by selecting the Customer and selecting the Receipts tab.
   
6. To modify the ticket, select the ticket by tapping the row. The receipt will appear, then proceed to select the icon with the 3 vertical dots.
   
   
7. Select Make refund and proceed with any transaction adjustments by either selecting Refund, or if items/services were added to the transaction, the payment button will show as Charge.
   
   

Back Office Reporting

1. If a report is needed to view or email statements from Back Office, navigate to Reports > Account Receivable.
   
2. Select the date frames, Ticket #, and Customer as needed.
3. Select GENERATE.
4. Once the report populates, you can export it to excel or PDF. Select the desired ticket(s) checkboxes to email statements and then select email statement. If the customer profile does not have an email saved, you must go to the customer database to update it prior to emailing the statement.