Lupa allows you to track and add client payments to the system easily. In this article, you will learn how to add a payment for a particular appointment manually, online, or through a terminal payment. Second, you will learn track and manage your client payments and add new payments to the system.
1. Adding an appointment payment
1.1. Select an appointment, then View Full Appointment and scroll down to the Plan and Invoicing section of the appointment file. Then click Add Payment
1.2 You can add a manual record by inputting the date using the Calendar icon, amount and using the dropdown button to the right of Payment Method button to choose bank transfer, credit/debit card, cash, online payment. Click Save once you have finished
1.3 You can also generate a payment link using Stripe which can be sent to a client to make an online payment by clicking the Generate Link button. This will be copied to your clipboard.
1.4 To choose to add a payment via an integrated terminal payment machine, select the amount and the terminal that was used, then click Pay.
2. Adding a client payment
2.1. To see a particular client's payment history, select Pets from the menu bar, then Clients, and search for the relevant client. Click the arrow to the right of their name to see more information about the client.
2.2. On the client's page, scroll down to the Account Balance section to see a history of their previous appointments. You can see the date, cost, and payment status for each appointment. To see more information about that appointment, click on the name of the appointment. Appointments have a grey background if their status is not on Completed.
2.3. To the left of Add Payment, you can see that client's credit and outstanding balance. To add a client payment, click Add Payment underneath the list of appointments. Once an appointment's status is set to Completed, it will have a white background like the Bath and Brush appointment below.
2.4. After clicking Add Payment, fill in the boxes with the payment method, date, and amount. You can toggle between automatic allocation (when Lupa automatically allocates the payment to an appointment that the payment amount matches), or select a specific appointment that the payment applies to. Click Save to log the payment in the system. After a payment has been added, the appointment status will change to Completed and the client's balance will be updated.