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How do I put a deposit/credit onto a client's account?
How do I create a free voucher for a charity or a client?
How do I pay for an appointment/checkout a client?
How do I cash up/cash out each night? (EOD)
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 voucher to a client?
How do I use hot keys?
How do I process a refund?
How can I set an expiry/expiration date on vouchers/gift cards?
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 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 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 do a discount for a flat amount instead of a percentage?
How do I set up a product special offer?
How do I clear everything on the Purchase Screen so as to start again?
Setting Payment Mate to Auto Batch Nightly
How do I undo a sale of a course?
How do I exchange an item?
How can I set up a Special Offer?
How do I sell / top up a voucher / gift card?
How to amend the price of a product or service when paying the appointment
How does the automated cash up (EOD) feature work?
How do I Process Petty Cash
How do I pay for an appointment with multiple payment types?
How do I manually add a voucher that wasn't purchased through Phorest?
How To Add Tips To A Sale (US/Canada Only)
Putting a voucher through without assigning it to a client.