How to record a payment in Bookem

If a client pays at the time of their appointment, you can allocate the payment directly while generating the invoice. However, if the client pays later via card, bank transfer (EFT), or cash, you'll need to manually allocate the payment to the corresponding invoice.​

Note: Payments made through integrated online methods like SnapScan, PayPal, WigWag, or PayFast are automatically reconciled.​

Here's how

1. Go to Accounts > Payments and click on '+New payment'

2. Specify the client, location, payment date, payment method, and the amount received.

3. Allocate the payment to an invoice by clicking on +Add invoice, select the invoice from the drop down and specify how much is being allocated to the specific invoice.

• If a client makes an upfront payment for services that haven’t been invoiced yet, you don’t need to allocate it to an invoice immediately. The payment will be saved as credit, which you can apply when generating a new invoice.

4. Remember to click 'Save'

Learn more

• Bookem payment methods explained

• How to carry over balances from a previous system to Bookem

• Allocating credit to an invoice in Bookem