If you have services that require deposits, Collums can remind you how much to ask for. Read how to turn this on here.
When using this feature, Collums can auto generate the deposit invoice with the correct amount, ready for you to take payment.
Turn on Auto Generate Deposit Invoice
Go to Admin>Settings>Calendar.
Select "Remind if deposit required on booking" (this must be selected to use the auto generate deposit invoice).
Select "Auto generate deposit invoice" and Save.
Auto generate deposit invoices
Start to book a service into the calendar
When you select the service, if a deposit is required, you will see a message with the following information:
Total deposit required
Amount client has on account
Click "Take deposit" and the POS will open in a new tab. An invoice will be waiting containing the value of the invoice required.
Check you are happy with the invoice and take payment as usual.
Remember to return to the previous tab to complete the appointment booking.
Booking multiple services
If you need to add another service, click the "Close" button.
If you add another service that also requires a deposit, the system will show the message again but with an updated value to cover deposits for all services if required.
Calculation of deposit
You can change the rules for how much deposit to charge when:
booking multiple services
patient already has money on account