Taking payment
When a client is done, you check the visit out. This is the step that turns an appointment into money.
Checking out
Open the visit and press Check out. For a visit that has been served, this replaces Complete, because completing without settling loses the sale.
The sheet shows the client, each service with the person who performed it, and the total. Pick a payment method, confirm the amount, and press Charge.
Behind the scenes Upscale posts a real invoice in ERP with a payment against it, and marks the visit completed.
Things it will not let you do
Check the same visit out twice. Reopen a completed visit and you are told it has already been checked out. A visit never produces two invoices.
Take more than the total. Entering a larger amount is refused before anything is sent.
When the price has changed
If a service price changed after the client booked, the old price is shown struck through with a note that the current price is what is charged. Nobody has to remember what it cost three weeks ago.
When there is no payment method
The button reads Check out unpaid and produces an unpaid invoice. This is a normal outcome, not an error. The invoice sits in ERP waiting for payment like any other.
Walk ins
A visit booked from the public page by someone who is not yet a client checks out the same way, against your walk in customer.
If something interrupts you
If the browser closes mid checkout, a background sweep finishes the job within about five minutes: the appointment ends up completed and linked to its invoice. Money is never posted twice.
Commissions
If you pay your team a share of what they bring in, turn commissions on in ERP and set a split template against a service.
When you check out, the commission line is filled in with the person who performed the visit at the template's primary percentage. Other slots, like an assistant who washed, are left empty for the cashier rather than guessed. If the cashier has already set a split by hand, the pre-fill leaves it alone.
The commission preview on the checkout sheet is read only. Splits are edited in ERP, on the invoice, where the money lives.