The Cash feature enables you to track and manage cash transactions for appointments. Log payments from customers and create printable and digital receipts.
Below is a step-by-step guide on how to activate Setmore cash register in your web app. You’ll also find instructions on logging cash payments, viewing past transactions and payment history, and deactivating the feature💰
Activate the Cash feature (web app).
1. Go to Integrations > Payments. In the list of payment providers, select the ‘Cash’ card.
2. Click the Connect button. Setmore cash register is now activated.
Activate the Cash feature (mobile app).
Go to Settings > Integrations.
Tap 'Cash' under payment integrations.
Hit the 'Connect'.
You can now record cash payments from mobile.
Log a cash payment for an appointment (web app).
1. Open your Setmore calendar and click the relevant appointment. In the details window, select the Payment tab and click New Payment.
2. Click Take Payment.
3. Verify payment details and add more services or a discount. When ready, click ‘Continue’ and ‘Pay’.
4. Select Cash or Card as the payment method, then click Pay.
5. The payment will be logged and you'll be presented with a digital receipt.
Log a cash payment for an appointment (mobile app).
Open your calendar and tap the relevant appointment.
Select 'Payments' from the top menu.
Tap 'Take payment'.
Select 'Cash' as your payment method.
Tap the charge button and select 'Yes, confirm' from the pop-up.
The payment will be logged and you'll be presented with a digital receipt.
View past payments for an appointment.
1. Open your Setmore calendar and click the relevant appointment.
2. In the appointment window, navigate to the Payment tab.
3. Here, you will see any previous payments logged for this appointment.
