When logging a payment in Setmore, either through the cash register system, through our Square integration, or through our Stripe integration, you have the opportunity to apply a discount at every checkout. Once a payment is logged, you may also retrieve the receipt for it at any time, or issue a refund. We'll go through each process in the instruction sets below.

Discounting a payment at checkout

1. In your Setmore calendar, click on the appointment for which you would like to take a payment. In the Appointment Details pop-up, click the "Edit Appointment" link at the bottom of the frame.

The Edit Appointment link in the Appointment Details window

2. In the Appointment window, click the "Pay Now" button.

The Payment Tab of an appointment

3. As you fill out the details for a cash or card payment, click the red "Discount" link below the itemized purchases.

Adding a discount to an appointment

4. A new form field will appear. Here you can enter a flat dollar amount in the left cell, or you can enter a percentage in the right cell (in either case, the other cell will update automatically). Click "Charge Customer" when everything looks good.

Specifying the discount and charging the customer

5. Once the payment successfully goes through, you'll be issued a digital receipt. From here you can either issue a refund or print the receipt.

The invoice generated for the appointment

Retrieving a stored receipt

Receipts can be access through the Payment tab of any appointment in your calendar. Once you take the first payment of an appointment, the payment tab will automatically convert into a Payment History that lists all previous payments, and the payment status, whether "Paid" or "Refunded." Click on the payment entry to access the digital receipt.

The Payment tab displaying generated invoice

Issuing a refund

1. From the Payment Receipt window, click the red "Issue Refund" link at the bottom of the frame.

The Issue Refund link under the generated invoice

2. On the next screen, use the form field to enter the dollar amount of the refund. When everything looks good, click the "Issue Refund" button.

The Refund window with the Issue Refund button

3. In the appointment's Payment History, the payment will now display as "Refunded."

The invoice with the updated payment status

Note: Once issued, a refund will take 5-10 business days to reflect in your customer’s account.

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