Adding a payment

In this article:

(Click a link below to jump to your specific question)

• What happens when I record a payment?
• How do I record a full payment from my client?
• How do I record a deposit I received from my client?
• How do I add a discount or a tip?
• How do I accept online payments?
• I got a text message asking me if I had been paid. What is that?

What happens when I record a payment?

It's important to keep your sales records up-to-date once you receive any payment. To help you stay on top of things, all your sales will have one of the following payment statuses: Not Yet Paid, Partially Paid, Fully Paid, or Cancelled.

Once you record a payment:

• The status of your sale will change to Partially Paid or Fully Paid depending on how much is recorded
• Your monthly sales and client sales will be updated to show how much money you've made

If you  accept online payments through Amidship, we'll automatically record any online payment received on your behalf. 

How do I record a full payment from my client?

Marking a sale as fully paid

1. Click on "Sales" on the left-hand menu on desktop, or on the bottom menu on mobile
2. Click on an existing sale on this page
3. Under the "Sale Details" card, click on the blue "Mark as fully paid" button
4. The full payment amount should now appear under both the "Details" and "Payments" tabs, and the sale payment status should change to "Fully Paid"

How do I record a deposit I received from my client?

Recording a payment from the sales page

1. Click on "Sales" on the left-hand menu on desktop, or on the bottom menu on mobile
2. Click on an existing sale on this page
3. On the "Payment Details" card, click on the "Record payment" button found at the bottom right hand corner of the page, OR switch to the "Payments" tab then click on the “+” sign on the top right-hand corner of this page
4. Select the payment method, enter the amount paid, enter any applicable notes in the "Reference" section, and select the date the payment was received
5. Click on "Save"
6. The payment should now appear under both the "Details" and "Payments" tabs, and the sale payment status should change accordingly

Recording a payment from the clients page

1. Click on "Clients" on the left-hand menu on desktop, or on the bottom menu on mobile
2. Click on an existing client on this page
3. switch to the "Payments" tab then click on the “+” sign on the top right-hand corner of this page or click on the "Record Payment" button
4. Click on "Save"
5. The payment should now be added to both the "Details" and "Payments" tabs, and the sales payment status should change accordingly

How do I add a discount or tip?

Adding a discount

1. Click on "Clients" on the left-hand menu on desktop, or on the bottom menu on mobile
2. Click on an existing sale on this page
3. Under the "Sales Items" card, click on "Add Discount"
4. Enter the amount of the discount, e.g. $10 and click on "Save"
5. You should notice that the "Balance" reduces to reflect the discount

Adding a tip

1. Click on "Clients" on the left-hand menu on desktop, or on the bottom menu on mobile
2. Click on an existing sale on this page
3. Under the "Sales Items" card, click on "Add Tip"
4. Enter the amount of the tip, e.g. $10 and click on "Save"
5. You should notice that the "Balance" increases to reflect the tip

How do I accept online payments?

You can only accept credit card payments once you enable online payments in your account. When you enable online payments:

• Your customers can pay by you by debit or credit card when they make online bookings, or when logged into the Customer Portal
• Amidship will automatically record any online payment received on your behalf 

Please note that you cannot charge a customer's credit card from your own account.

Enabling online payments

1. Click on "Settings" on the left-hand menu on desktop, or on the bottom menu on mobile
2. Click on "Payment Methods" 
3. To activate a new form of payment, click on “Activate” next to the payment method you would like to set up
4. Follow the prompts to connect the selected payment method
5. To deactivate a form of payment, click on “Deactivate” next to the payment method you would like to remove and confirm

I got a text message asking me if I had been paid. What is that?

Amidship helps you keep track of the status of your payments, mark existing sales as paid, and follow up on outstanding payments. To make tracking payments easier, Amidship will send you an automatic payment tracking text message 24 hours after your appointment.

To mark the booking as paid, simply reply "YES" or "Y" to the text message. Amidship will automatically record the payment on your behalf.