How to use After Pay in Simple Salon

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After Pay allows your clients to pay for their appointment at a later date, however, you receive the payment from After Pay sooner.

This article will show you how to record a sale as an After Pay transaction.

To do this, you'll need to create a Payment Method Type called "After Pay", then you'll be able to choose this payment method in POS when you're processing the client's sale.

 

Creating a custom payment method type called "After Pay"

Go to your Admin page, then into your Lists tab drop down the menu and choose Payment Methods.

On the top right side click New.

On the right side panel give the new payment type the name After Pay. Fill out the rest of the details according to how you want it set up. Ensure you have Show on POS ticked, then click Save.

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The new After Pay payment method type will be added to your list of payment methods.

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Now when you go to POS, add a client and their services and/or products to the sale, click Receive Payment. You will have the new After Pay payment method type as an option in the Sale Payment Details pop-up window. Choose After Pay.

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Click Finish Sale like normal. The sale will display in your Payment Method Type Report and Transaction Report.

All done.

If you have any questions please feel free to send them to us via the Submit a Request option in your Help & Support page—we're here to help.

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