Payment Settings

This section will show you how to create discounts, packages and manage processing settings

Kira avatar
30 articles in this collection
Written by Kira

POS Quick Buttons

Group together the services, products and packages you sell most often to fasten the checkout process.
Kira avatar
Written by Kira
Updated over a week ago

Take payment as a Check.

Accepting checks when checking out a client
Kira avatar
Written by Kira
Updated over a week ago

Sales Reports - Business Insights

When you are enrolled in POS, you have access to sales reports.
Kira avatar
Written by Kira
Updated over a week ago

Membership churn Report

Find out how many memberships were declined for a period.
Kira avatar
Written by Kira
Updated over a week ago

How to delete a package

delete a package that you no longer need
Kira avatar
Written by Kira
Updated over a week ago

Tips per provider report

Find out how much amount is collected as tips for given time by any provider.
Kira avatar
Written by Kira
Updated over a week ago

Take a Payment from a Procedure

Use this method to take a payment from a procedure and tie the invoice to that procedure
Kira avatar
Written by Kira
Updated over a week ago

How To Apply Discount On An Entire Cart

Enter a discount that is applied to the entire transaction rather than using individual item's discount
Kira avatar
Written by Kira
Updated over a week ago

How To Take A Payment Without Logging A Procedure

Get to the checkout screen without logging a procedure
Kira avatar
Written by Kira
Updated over a week ago

How To Use Front Desk Checkout

Save your time with front desk check out
Kira avatar
Written by Kira
Updated over a week ago

How To Use A Package From Client Wallet

Follow these steps to use a package/session at the checkout screen
Kira avatar
Written by Kira
Updated over a week ago

When Will Funds or Money Arrive in my Account?

Stripe payment processing and fund transfer
Kira avatar
Written by Kira
Updated over a week ago

Purchase E-GiftCard via App

Purchase an E gift card and personalize a message for the recipient
Kira avatar
Written by Kira
Updated over a week ago

How To Create a Package

Creating Discount Packages to sell
Kira avatar
Written by Kira
Updated over a week ago

Set your Account up to Start Accepting Payments 🤑

Connect your AR account with Stripe to begin taking payments.
Kira avatar
Written by Kira
Updated over a week ago

How Do I Change The Currency For My Account

Follow this article to change the currency associated with processing USD AUD etc.
Kira avatar
Written by Kira
Updated over a week ago

POS Start Up Guide

Follow this step by step guide to get your account ready to take payments!
Kira avatar
Written by Kira
Updated over a week ago

How Do I Change The Email and Phone Number for My Stripe Account?

Change the phone number and email for your stripe account
Kira avatar
Written by Kira
Updated over a week ago

How do I Change my Bank Account Info for Stripe?

Need to change bank account information?
Kira avatar
Written by Kira
Updated over a week ago

Credit Card Authorization Text

Here is an example of CC authorization text. Feel free to copy and paste this into your account.
Kira avatar
Written by Kira
Updated over a week ago

Send a Receipt After Taking a Payment

Email or download and print a Receipt After Taking a Payment
Kira avatar
Written by Kira
Updated over a week ago

Invoice Disclaimer Text

Invoice Disclaimer Text
Kira avatar
Written by Kira
Updated over a week ago

How to Void any Invoice?

Void an invoice completely from your AR profile. This will add the item back to inventory, erase the cost from your dash and sales metrics
Kira avatar
Written by Kira
Updated over a week ago

Assign Multiple Providers To an Invoice

Use this method to assign different products or services to different providers within 1 invoice.
Kira avatar
Written by Kira
Updated over a week ago

Cash Drawer

Use this guide to set up and manage your cash drawer
Kira avatar
Written by Kira
Updated over a week ago

E-Gift Cards

Create e-giftcards and send them to the ones that are near and dear!
Kira avatar
Written by Kira
Updated over a week ago

Refund a Patient

Refund patients through AR
Kira avatar
Written by Kira
Updated over a week ago

Add Brilliant Distinctions, Aspire Rewards or a Dollar Credit to Wallet via Control Center

Add Brilliant Distinctions Or Aspire Rewards into the client wallet
Kira avatar
Written by Kira
Updated over a week ago

Buy A Package

This allows clients to buy a package, once the package is purchased, the sessions are sent to the client wallet
Kira avatar
Written by Kira
Updated over a week ago

Pair Card Reader to iPad

Connect or Sync your credit card reader to your iPad to take a payment.
Kira avatar
Written by Kira
Updated over a week ago