Purchase
Topics on Purchase
How do I pay for a course/series using the account facility?
How do I set up Email Receipts?
How do I pay for/checkout more than one client at the same time on the appointment screen?
How do I set up Discounts & How do I set up Access levels for different Discounts?
How do I Refund a Client's Deposit?
How do I Email a Gift Card/Voucher to a Client?
How do I refund/undo a sale of a course?
Frequently Asked questions about Courses/Series
How to add a product when paying for an appointment/checking out a client
How do I give a client a complimentary service / product
How do I pay for an appointment with multiple payment types?
How Do I Manually Add a Gift Card/Voucher That Was Not Purchased Through Phorest?
How To Add Tips To A Sale (US/Canada Only)
Putting a voucher through without assigning it to a client.
How to pay using a gift voucher/card?
How Do I Create a Free Voucher/Gift Card for a Charity or a Client?
How do I pay for an appointment/checkout a client?
How do I set up a product special offer?
How do I clear everything on the Purchase Screen?
How can I set up a Special Offer?
How Do I Sell or Top up a Gift Card / Voucher?
How to amend the price of a product or service when paying the appointment
How do I view and edit history for clients who have purchased a course?
How do I process a 'Walk In' sale?
How do I Create or Edit a new Payment Type?
How to use the Open Sale option?
How to archive a service from the service list.
How do I process a single payment?
How Can I Put A Deposit Onto A Client's Appointment?
How to pay off an outstanding balance on a client's account?