PAYMENTS, CHECKOUT & STOCK
Checkout, payments, deposits, tipping, vouchers and stock management.
By Phoebe and 4 others5 authors105 articles
- Daily cash up per staff member & employment type.How to separate end of day takings to show takings for employed staff and takings for self-employed staff.
- Cashing up with SlickPayHow to complete your end of day cash up if you use the SlickPay card reader in store.
- How to edit a bill after check out.Made a mistake on the bill? Find out how to change payment type/staff member or add discounts and retail products.
- All About Cash UpYour guide to cash up/end of day (Void transactions, Petty Cash, Deposits, Tips, Vouchers)
- How to process a refund without SlickPayPutting a refund through, either on the day or from a past transaction, from a payment made in-salon.
- Laptop/Computer: How to print your cash up or save as a PDF.Printing your end of day report from today, yesterday or any other date
- How to refund a no show feeRefund a no show fee charged accidentally
- Cash up and Revenue - the difference!Why is my figure different for cash up and revenue report??
- How does Slick work with point of sale?SlickPay, other card readers, cash and vouchers. How does it all work?
- Can I add credit to a client's account?Add credit to a client's account for use at checkout. You can also use this feature to sell and redeem vouchers
- How to sell a retail product.Retail sales but with no booking in the calendar - no problem!
- Online Product Shop - Slick & CollectIf you'd like to offer a 'Click & Collect' product service to your clients, follow these easy steps
- Set up 'Green Salon' or other additional charges at check outSet up a Green fee or another additional charge at check out
- How do I add another service to checkout?Find out how to add an extra service to the bill
- How to add another person to the same bill in CheckoutHow to take two client bills at the same time to allow people to pay together
- Checking out Future Bookings
- Understanding and Tracking Vouchers & Revenue.Understanding how vouchers and deposits work in Revenue Reports.
- Tracking Your VouchersFind out how to track sold vouchers on Slick!
- Redeeming a Voucher
- Selling a voucherThis method will allow you to create vouchers.
- Sell e-gift vouchers onlineE Gift Vouchers can be purchased online through your online booking link!
- How to delete a voucherFind out here how to delete a voucher you have sold on Slick
- Vouchers in your 'self-employed' salon!If you sell vouchers Via SlickPay find out here how to handle them so everyone gets paid what they're owed!
- How to redeem expired vouchersUse an expired voucher to claim as 'revenue' for your reports.
- How to setup SlickPay tipping accounts for staffSet up Stripe accounts for your team to receive SlickPay tips straight into their bank account
- Switch on Tip prompts via your SlickPay Card ReaderHow to prompt your Client for Tips via your SlickPay Card Reader
- How to take Tips with SlickpayHow to take Tips using Card on-file or Card in-store, and how to switch on Tip prompts
- How to take Tips without SlickpayTake tips at checkout, via cash, a non-Slick card reader or bank transfer
- Sample Tipping PolicySample policy for you to copy and adjust to fit your needs
- Cash up not reconciling due to tips - find out more!Step by step guide on how to ensure staff members receive tips collected by SlickPay and how to report on that from the Daily cash up.
- Customising Tip PromptLearn how to customise the tipping options you offer your clients
- Deposits FAQ'sHow to take pre-payment for bookings and accurately record deposits paid, redeemed & refunded in your accounts and staff takings
- How to request a deposit for a phone booking.Client called to make a booking? Find out here how to send them a secure SlickPay deposit request.
- How to make a payment with the deposit request linkWhat will clients see when they are paying a deposit request?
- All about Online booking deposits.Once you have enabled your online booking system, you can require all clients to pay a deposit to confirm their appointment.
- Deposit requests - FAQ'sClient deposit request SMS - all you need to know!
- Take and refund deposits in salonRequest a deposit payment from clients via SMS which allows them to pay remotely to confirm their appointment
- Request and refund deposits through SlickPayRequest a deposit from your clients straight from their Online booking!
- All about Deposits in store.Made a booking in salon and want to request a deposit? Find out how to do this!
- Do deposits appear on client receipts as a method of payment?How redemption of advanced payments show on a client bill
- 'Card Capture' Vs DepositsWe look at the pros and the cons of 'card capture' and why micro deposits might be the best of both worlds
- Edit a bill paid via SlickPay card reader if client is not presentFind out how to edit a transaction once you have processed it through your SlickPay card reader.
- Payment pending (un-captured) from SlickPay card reader.Not sure if your payment has processed through the SlickPay card reader? Find out more here.
- How to take a payment via your SlickPay card reader.Card reader set up and ready to go? Let's take a payment.
- SlickPay WisePOS Card Reader & optional DockTechnical details and information on the SlickPay WisePOS card reader and Dock.
- Do I need the SlickPay Dock for my in store card reader?Using the SlickPay card reader in store? Not sure if you need the Dock? Find out here if you might!
- Options for Stripe Setup & Slick PaySet up your Stripe account to start taking SlickPay payments.
- How to set up Stripe as a Sole trader.How to set up Stripe as a Sole trader.
- How to set up Stripe as a Company.How to set up Stripe as a Company.
- Processing refunds with SlickPayUsing a SlickPay card reader? Need to process a refund - more info here.
- What is SlickPay?Heard of SlickPay, of course! Sure what it is, not exactly! Read more here about SlickPay and where it sits in your salon.
- SlickPay Card Reader FAQSAnswers to the most common questions about our Slickpay reader!
- Setting up your SlickPay Card ReaderReceived your SlickPay reader? Now it's time to set it up, ready to take payments in store.
- Viewing SlickPay Payout reportsLearn how to view your payout reports for easy reconcililation
- SlickPay Card Reader Warranty
- Ordering a SlickPay Card ReaderTips on ordering your SlickPay reader.
- SlickPay Documents check listTo set up SlickPay related payments through Stripe you will need the following items.
- Understanding Deposits đź’¸When do I receive pay outs? How do I get my money? How do deposits work?
- Can I change my payment processor?If you would like to change your online payment processor please take a look at the information provided here.
- Cash up on day 1 as a new SlickPay card reader salon.Have you changed over to the SlickPay card reader today? Find out here how to cash up correctly.
- Why Online payment fees are higher than in-storeHow to understand online payment fees and why they are higher than in-store payment fees
- How to add your business logo to your SlickPay card readerStep by Step instructions on how to customise your Card Reader with your own logo
- SlickPay: How to Edit your Stripe setupEdit staff stripe account settings to reflect the business agreement between owner and staff member
- Enable your old software reader with SlickPayReconfigure your Stripe Reader from Phorestpay etc to SlickPay
- Stripe payouts paused FAQ's - Bank account changeCheck out all you need to know about re-verifying your account post bank changes here!
- SlickPay Card Reader S710 & optional Hub/DockTechnical details and information on the SlickPay S710 card reader, Hub, and Dock.
- Troubleshooting your SlickPay Card Reader
- How to fix a 'restricted' Stripe account.If your Stripe account is restricted, follow the steps here to get your payments back flowing as normal!
- How to make changes to your Stripe accountMake changes to your Stripe account including change payout, bank and remove your Stripe account.
- Understanding your pay outs from StripeBank holidays, Next day pay outs, weekly pay outs and refunds explained.
- Support on my Stripe accountLogin issues, verification problems or making changes to Stripe. Find out how to handle with Stripe or to contact their support team direct
- How to defend your revenue against client disputesHave you received notification from Stripe of a dispute?
- SlickPay online Payment FAQSEverything you need to know about receiving online payment funds into your account.
- What is a client dispute?If you have received a dispute notification, don't worry - this is completely normal. Find out more below.
- Stripe pay outs affected by UK bank holidaysPay outs dates can be affected by Bank Holidays - found out more here.
- Stripe mobile login failing!Do you no longer have access to your verification mobile number for Stripe?
- đź’¸ Stripe Capital: How Financing Offers Work in SlickLearn how you can apply for financing for your business through Slick, how it works, who is eligible and where offers appear.
- Stripe verification processHow to verify your account if it is temporarily suspended by Stripe and needs re-verification
- Why is my Stripe account restricted because of a VMSS listing?
- Why is Stripe asking for VerificationWhether you're new, or an existing account - sometimes Stripe may need addition information to keep things going.
- Cashing up for Self employed - SlickPayIf you receive payemnts through the Slickpay reader and are self employed - find out here how to track your payments.
- Reporting for self-employed staffHelp self employed staff calculate their takings and revenue
- Setup Stripe for Self Employed StaffSplit your payments into separate accounts instantly using SlickPay!
- Allow self-employed staff to see their reports onlyAllow staff to view their figures without seeing other staff takings or business finances
- Salon : Employed to Self Employed ChecklistChecklist to ensure HMRC Compliance when moving a team member from Employed to Self Employed status
- Staff : Employed to Self Employed checklistChecklist for protecting yourself when moving to a new employment model as a self employed person/chair renter
- How to Process Chair Rent Payments Through SlickYou can use Slick to record and process your team’s chair rent payments, meaning the payments are recorded within Slick and can be included within your salon’s revenue and reporting
SPLIT COMMISSIONS
All things split commissions for simple self employed setups in salon!
- Split Takings FAQ'sIf you've set up split takings or you're curious about it, check out the frequently asked questions here!
- How to report on split Takings payments for staff!Check on reporting for your split takings staff members.
- Set up split takings to send staff % direct to their bank!Set up split takings to split payments at check out for each staff member.
- Split Takings for Chair RentersAmending takings Splits for non-VAT registered Chair Renters
- How to work out tiered commission splits for staff paymentsWork out a tiered payment structure for your staff members.
- Accounting Principles for DepositsHow to account correctly for deposits paid in advance
- Requesting deposits - top tips!Word by word script for your staff on how to politely request a deposit from a client
- Deposits vs No showTorn between how to secure your appointments? We have all the information below.
- Refunding DepositsHow to Refund Deposits from Appointments or from Client Deposits
- Understanding Cancellations & ReschedulingHow to ensure cancellation figures are correct
- SlickTips FAQ'sTaking tips through your SlickPay reader just got so much Slicker
- How do AMEX fees work?An AMEX card was charged - how do the fees work?
- How do SlickPay split payments work?Self employed staff can be paid direct to their account by Slick - details here about deposits and how payments are split.
- What does a ÂŁ0 payment mean in the deposit process, and how should clients proceed?
- Set Up and use Tap To PayStart taking payment via Tap To Pay in seconds