Collums

Taking deposits

Sell a course

Pay invoices with different or multiple payment types

Take a payment

Selling Gift Vouchers

Discount an Invoice

Take payment for a late cancellation/no show charge

Paying with a gift voucher

How to transfer a gift voucher to someone else

Transferring a gift voucher from one client to another

Gift vouchers aren't allocated to a client until they are used

How gift vouchers work

Extend the date of an expired gift voucher

Change a gift voucher expiry date

Scan products to add to invoice rather than type search

Using a barcode scanner

Invoices are created on check in and can be updated

How invoices work

How to set up your terminal for the first time

Set up a Coherent card terminal

Allow clients to pay invoices via their mobile phone with a payment link

Send a payment link

You will need to create an invoice to change client account totals

Adjust account totals

Create a Direct Debit to make regular payments into a client's account

Create a Membership Direct Debit Schedule

Pay off an invoice via integrated Direct Debit payments

Create a Direct Debit payment schedule

Useful and important information on how Direct Debits work

Direct Debit payment information

You can cancel a Direct Debit at any time

Cancel a Direct Debit or Membership

POS Online Training

Detailed information on what you will pay when accepting payments via Coherent in Collums

Coherent payment fees

Offer your patients the ability to buy now, pay later with Klarna

Using Klarna to take payment

Save a client's credit/debit card to be used for future payments

Save payment card details

Dr Askari

Support

Natalie

Articles about selling items and taking payment

POS 

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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