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.

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.
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2. In the Appointment window, click the "Pay Now" button.
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3. As you fill out the details for a cash or card payment, click the red "Discount" link below the itemized purchases.
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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.
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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.
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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.
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1. From the Payment Receipt window, click the red "Issue Refund" link at the bottom of the frame.
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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.
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3. In the appointment's Payment History, the payment will now display as "Refunded."
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Note: Once issued, a refund will take 5-10 business days to reflect in your customer’s account.