PAYMENTS, CHECKOUT & STOCK
Checkout, payments, deposits, tipping, vouchers and stock management.
By Phoebe and 4 others5 authors104 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
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