VoltsBook

Guide Money

Taking money: payments, links and invoices

Money can arrive four ways: online at booking, a payment link sent later, a card or cash at the counter, and gift cards or packages a customer already holds.

In the panel: Payments · an appointment → Payment tab

  1. 01

    Online at booking

    Connect Stripe, PayPal or Square under Settings → Payments and choose what is payable at booking — full price, a deposit, or pay-at-venue. The slot is held while the customer pays; an abandoned payment frees it automatically.

  2. 02

    At the counter

    Record a payment on the appointment — cash, card, bank transfer, check. The appointment’s payment status derives from the money recorded against it, always.

  3. 03

    Payment links and invoices

    Send a payment link for the balance, or generate a PDF invoice from your invoice template — five designs, your logo, your numbering. Both live on the appointment’s payment window.

  4. 04

    Refunds

    Refunds go back through the rail the money came in on — Stripe, PayPal and Square refunds are sent from the panel. A gift-card payment refunds as stored value.

Worth knowing

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