How do I track cash and check transactions when closing out appointments?

With the Exercise.com payment processing tools, you can easily track cash and check payments when closing out appointments. This helps you keep accurate records and ensure smooth session management for your business.

1. Click the Arrow Menu

Click the arrow menu next to the Schedule tab to reveal additional tabs.

2. Navigate to the Calendar

Click “Calendar” to access your scheduled sessions.

3. Select a Scheduled Session

Click a scheduled session to view session details.

4. Open Charge or Assign Package

Locate the client added to the session, then click “Charge or Assign Package” to process payment.

5. Choose a Package

Click “Select Package” to choose the package for the client.

6. Open the Payment Selection

Click “Select Payment” to pick the payment method.

7. Choose Cash or Check Payment

You can select “Pay with cash” or “Pay with check.” If paying by check, enter the check number.

8. View the Purchase Summary

Click “Show Purchase Summary” to verify the payment information.

9. Confirm and Charge the Payment

Click “Confirm and Charge” to complete the cash or check payment process.

10. Open Payment Details

On the Manage Clients page, click “Payment Details” to review payment information for the session.

11. View the Charges Section

Click “Charges” to see all recorded payments and charges.

12. View the List of Charges

In the Amount column, you can view cash and check transactions.

This article showed how to track cash and check transactions when closing out appointments. Now you can ensure accurate payment recording and smooth session management. For more help, visit related guides on payment processing and session management.