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Transaction Item Types – Payment Tab
Updated
In the Payment Tab of the transaction side panel, you can manage and complete payments for a transaction. Below is a breakdown of the available options and their functions:
| Option | Description |
| Allows you to add one or more payment methods to a transaction. You can combine multiple payment types in a single transaction as long as there’s a remaining balance. | |
| Creates a payment link or QR code for the customer. They can either scan the code or receive the link to complete the payment on their own device. Depending on your company’s configuration, available payment options may include card payments, Affirm, Klarna, Apple Pay, and others. | |
| Displays the total amount due, how much has been paid, and the remaining balance — especially helpful when using split payments. | |
| Shows all payment options enabled for your company. These can vary based on your country, integrations, and merchant account setup. |
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Operations
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- Transaction Introduction
- Transaction Item Types - Products
- Transaction Item Types - Appointment Services
- Transaction Item Types - Service Credits
- Applying Promotions to Products and/or Services
- Transaction Item Types - Packages
- Transaction Item Types - Tips
- Transaction Item Types - Balance Payment
- Transaction Item Types - Gift Certificates
- Transaction Item Types - Payment Tab
- Transaction Item Types - Package Tab
- Walk In Transactions
- Appointment Transactions
- Refunds
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- Customer Profile
- Editing Customer Profile
- Customer Overview - Top Banner
- Customer Account Balance
- Customer Card on File
- Customer Profile Notes & Bio
- Managing Customer Packages
- Customer Profile Recommendations
- Customer Profile Tags
- Customer Service Credits
- Managing Appointments via Customer Profile
- Customer History
- Customer Profile - Forms & Documents
- Managing Customer Memberships
- Viewing Customer Gift Cards
- Customer Dislike Services
- Editing Customer Communication Preferences
- Show all articles ( 2 ) Collapse Articles
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- How to book an appointment for an existing customer?
- How to book an appointment for a new customer?
- How to add a customer to the waiting list?
- How to manage the waiting list?
- How to add a break in the appointment book?
- How to check-in an appointment?
- How to confirm an appointment?
- How to cut and paste an appointment?
- How to copy and paste an appointment?
- How to edit an appointment?
- How to use the smart search in the appointment book?
- Where to find key for appointment statuses, icons and alerts?
- How do I enter the customer profile?
- How do I send a quick notification?
- How do I open my cash process?
- How do I close my cash process?
- How to switch between employee and room view?
- How to process a walk-in transaction?
- How to cancel an appointment?
- How to view or add a note or bio to a customer?
- How to use the chat?
- Where to manage forms and documents in the customer profile?
- How to access packages via the customer profile?
- How to manage active recommendations via the customer profile?
- How to manage service credits via the customer profile?
- How to manage appointments via the customer profile?
- How to manage waitlist entries via the customer profile?
- How to view the customer's purchase history via the customer profile?
- How to manage a customer's transaction history?
- How to create a new service?
- How to create a new employee?
- How to manage my branch schedule?
- How to manage my employee's schedule?
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Configurations
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Inventory
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Forms
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Marketing
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InFlo App
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