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Point of saleClosing a visit from the appointment Payments tab

Closing a visit from the appointment Payments tab

Reviewed 2026-08-30

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Most checkouts start from the calendar appointment—not a separate till. The booking already has the client, services, and balance. You close the visit from the Payments tab.

The booking is already the checkout context

Open the appointment from the calendar. Client, professional, services, add-ons, tax, and earlier payments are already on the ticket—you do not rebuild a cart from scratch.

Note

Retail-only sales without a visit use Calendar → New sale. Everyday service checkout stays on the appointment.

Open the appointment

  1. Open the calendar from the sidebar.
  2. Select the appointment to open the drawer with visit details ready.

Checkout opens the Payments tab

The checkout action in the appointment switches the drawer to the payments tab. There is no separate till screen.

Tip

After the first open, you can move between the summary and payments views without restarting checkout.

Open Payments with Checkout

  1. Tap Checkout in the appointment actions.
  2. Confirm the drawer is on the Payments tab.

What appears on the visit ticket

The visit payments ticket lists services, adjustments, add-ons, products, gift card applied, tax, paid, pending, refunded, and remaining. Package-covered value is shown for reference.

You can search to add products, sell a gift card or package, or apply a gift card on the same ticket. Changing quantity updates the price without leaving the page.

Note

Adding retail products on the visit needs inventory on your plan. Basic hides products.

Review the Payments ticket

  1. On the Payments tab, review ticket lines, tax, paid, and remaining.
  2. Use search to add products or gift-card actions without leaving checkout.
  3. Change quantity on a line when you need to update the price.

Phone required before tenders work

If the client phone is missing or incomplete, payment methods stay visible but disabled with a clear reason. Enter the phone on the ticket; Orya stores it with the country code.

Warning

If you leave without a phone, no payment is recorded.

Tip

Needing a phone for checkout is separate from SMS marketing consent. Marketing texts still need the right opt-in when you send them.

Enter the phone

  1. Fill the Phone field on the ticket.
  2. When the phone is valid, Cash, Card / payment link, and Card reader become available.

Collect payment or Complete appointment

When a balance remains, choose cash, card with a payment link, or the card reader. When remaining is about zero, complete the appointment—not a zero-dollar card charge.

After the visit closes, you can optionally send a visit summary by email or SMS, or skip rebook. Stripe keeps the card receipt. If a summary fails to send, the payment still stands.

Tip

Completing the appointment is safe to press again if package credit needs a retry.

Pay or complete

  1. If remaining is above zero, select Cash, Card / payment link, or Card reader.
  2. If remaining is zero, tap Complete appointment.
  3. Optionally tap Send visit summary, or skip rebook.

Contents

  • Using Point of sale for retail products and packages
  • Closing a visit from the appointment Payments tab
  • Cash, Card / payment link, and Card reader at the desk
  • Starting a walk-in service from Calendar
  • Selling and applying gift cards on the checkout ticket

On this page

  • The booking is already the checkout context
  • Checkout opens the Payments tab
  • What appears on the visit ticket
  • Phone required before tenders work
  • Collect payment or Complete appointment

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