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How do I split payments?

Once an appointment has been completed, the client may want to pay for your services using more than one payment method.

With Fresha, you can process split payments using:

Split payments using Fresha Pay and Cash or Voucher

If the client wants to pay using multiple payment methods (for example, card and cash  / voucher), simply follow these steps: 

  1. Go to Calendar and select the appointment you’d like to raise an invoice for.
  2. Click Checkout and you'll be redirected to New sale.
  3. Add any products, memberships, and vouchers to the cart.
  4. Click on each item in the cart to edit it, remove it, assign it to a team member, or apply a discount
  5. To change the person who raised, invoiced, and took the payment, click More Options and select Sale details. You can also add Sale notes to appear at the bottom of the invoice.
  6. Click Continue.
  7. Add a tip if the client would like to include one, and click Continue
  8. Select the payment method Split payment.
  9. Choose one of Fresha’s online payment methods (charge card on file, send link, QR code or Manual card entry).
  10. Type the amount the client would like to pay using one of the above payment methods.
  11. Click Add a payment and choose additional payment method(s) to pay the remaining balance (which can be Cash, or Voucher). 
  12. Click Charge to complete the transaction.

 

Split payments using Fresha Pay only

If clients would like to pay using multiple cards, simply follow these steps:

  1. Go to Calendar select the appointment you’d like to raise an invoice for.
  2. Click Checkout and you'll be redirected to New sale.
  3. Add any products, memberships, and vouchers to the cart.
  4. Click on each item in the cart to edit it, remove it, assign it to a team member, or apply a discount
  5. To change the person who raised, invoiced, and took the payment, click More Options and select Sale details. You can also add Sale notes to appear at the bottom of the invoice.
  6. Click Continue and select the payment method Split payment.
  7. Choose one of Fresha’s online payment methods (charge card on file, send linkQR code or Manual card entry).
  8. Type the amount the client would like to pay using the above selected payment method and click Save part-paid. After processing the payment, the invoice will be saved as part-paid
  9. To process the remaining balance, within the current page, click Pay now.  
  10. Select Split payment and then select the next Fresha’s online payment method.
  11. The remaining balance will automatically be displayed to you so you will simply click Charge to complete the transaction. 
  12. After processing the remaining balance, the invoice is saved as Completed

 

Split payments using Fresha card terminal

If the client wants to pay through the Fresha card terminal, using multiple cards, simply follow these steps: 

  1. Go to Calendar and select the appointment you’d like to raise an invoice for.
  2. Click Checkout and you'll be redirected to New sale.
  3. Add any products, memberships, and vouchers to the cart.
  4. Click on each item in the cart to edit it, remove it, assign it to a team member, and apply a discount
  5. To change the person who raised, invoiced, and took the payment, click More Options and select Sale details. You can also add Sale notes to appear at the bottom of the invoice.
  6. Click Continue and select the payment method Split payment
  7. Choose Card terminal, type the amount the client would like to pay using their first card and click Save part-paid. Tips will be added as part of the final checkout. 
  8. After processing payment, this sale will be saved part-paid
  9. To process the remaining balance, within the current page, click Pay now.  
  10. Select Split payment and then click again on Card terminal
  11. The remaining balance will automatically be displayed to you so you will click Charge to complete the transaction.
  12. After processing the remaining balance, the invoice is saved as Completed.

NOTE: When using Split payments using one of Fresha’s payment methods (card on file, card terminal, send link, QR code, or Manual card entry), tips will be added as part of the final checkout.

PRO TIP: With Split payments, you can have multiple clients splitting the bill at the checkout.

PRO TIP: Use your Sales log report to track any part-paid and unpaid invoices.

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