Payment Settings

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

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30 articles in this collection
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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
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Updated yesterday

How To Use Front Desk Checkout

Save your time with front desk check out
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Updated this week

How To Take A Payment Without Logging A Procedure

Get to the checkout screen without logging a procedure
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Written by Aesthetic Record
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
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Written by Aesthetic Record
Updated over a week ago

Create Discount Groups via Web

create discount groups
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Written by Aesthetic Record
Updated over a week ago

When Will Funds or Money Arrive in my Account?

Stripe payment processing and fund transfer
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Written by Aesthetic Record
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
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Written by Aesthetic Record
Updated over a week ago

Purchase E-GiftCard via App

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

Sales Reports

When you are enrolled in POS, you have access to sales reports
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Updated over a week ago

Set your Account up to Start Accepting Payments 🤑

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

POS Start Up Guide

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

How do I Change my Bank Account Info for Stripe?

Need to change bank account information?
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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.
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Updated over a week ago

Add Member Pricing to Each Product and Service

add member pricing into your inventory page
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Updated over a week ago

Send a Receipt After Taking a Payment

Email or download and print a Receipt After Taking a Payment
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Updated over a week ago

How To Create Discount Package

Creating Discount Packages For Patients To See At Checkout
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Updated over a week ago

Invoice Disclaimer Text

Invoice Disclaimer Text
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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
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Written by Aesthetic Record
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.
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Updated over a week ago

Cash Drawer

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

Tax on Retail Products or Categories of Products

Define the tax rules for retail or specific categories in your inventory
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Updated over a week ago

Clinic Tax Settings

Make sure your tax settings are set up correctly in AR
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Updated over a week ago

E-Gift Cards

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

Refund a Patient

Refund clients through AR
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Updated over a week ago

Custom Discounts On a Specific Product

Add discounts on a product or service. Click on an item and have the option to apply any specific discounts at the check out screen
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Written by Aesthetic Record
Updated over a week ago

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

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

Pair Card Reader to iPad

Pair your credit card reader to your iPad to take a payment.
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Written by Aesthetic Record
Updated this week