Checkout, Payment, and Order Sync

Video Walkthrough

What This Page Covers

Close the loop from booking payment info to order records so reconciliation is accurate and auditable.

Roles and Estimated Time

• Roles: owner / cashier / front desk
• Time: 5-12 minutes

Entry

Booking Details -> Payment Info / Orders -> Order Details

Before You Start

• Confirm booking is in a payable stage under salon policy.
• Confirm current account has order-view and refund permissions.
• Confirm shift rule for refund approval and notes.

Steps

1. In booking Payment Info, verify Total Amount, Paid Amount, Balance Due, and current status (Unpaid / Partial / Paid / Refunded).
2. Open Order Details and verify order status and payment records.
3. Match each payment row by type (Deposit, Balance, Full Payment, Refund), amount, time, and operator.
4. If refund is needed, run refund on the exact order payment record and include reason.
5. Return to booking and confirm payment status is synced with order reality.

Acceptance Checklist

• Booking payment status matches order payment records.
• Outstanding balance is settled or clearly documented.
• Refund records are traceable with amount/time/operator.

Key Notes

• Booking payment status is separate from booking service status.
• Payment Info card is not shown when there is no linked order.

FAQ

Booking has no payment card.

Usually no linked order exists yet, or payment capability is not enabled for this salon.

Refund done but status still paid.

Refresh both Booking Details and Order Details, then verify whether refund was only partial.