Payments overview

Bookinda's financial module handles every financial activity in a salon: till sales, online booking deposits, no-show fees, refunds, debt management, financial reports. This article is the module overview; details live in separate articles.

Main tools

Bookinda's 4 main financial surfaces:

1. POS / Cash Register

Daily till management. Open balance, transaction logging, expenses, close balance. Quick-access from top bar. Full article

2. Sales

Full list of financial transactions across 8 sub-tabs: daily summary, appointments, sales-invoices, payments, gift cards, memberships, packages, products. Full article

3. Financial reports (Reports → Finance)

Revenue trends, payment method distribution, transaction log, cash-up. Full article

4. Debt management

Track non-paying customers. Group class no-shows and general debts. Full article

Payment methods

The salon supports:

• Cash
• Card (terminal)
• Bank transfer
• Digital wallet (Apple/Google Pay)
• On account
• Room charge (hotel PMS integration)
• Store credit
• Package redemption
• Membership redemption
• Loyalty points redemption
• Gift voucher redemption
• Other / third-party

You can split a payment across multiple methods.

Online payment gateways

Customers can pay online during booking:

• Stripe Connect: international, card, saved-card
• Barion: Hungarian, card, Barion wallet

Gateways used for deposit collection, booking payment. Full article

Booking policies

Booking policies govern payment:

• Cancellation policy: free window + refund tiers
• Deposit: required at booking, amount
• No-show fee: charge if customer doesn't show
• Late cancellation fee: charge for cancellation inside the window

Detailed articles: Deposits, No-show fees.

Use case scenarios

"How do I close the day at the till?"

→ POS / Cash Register tab → "Close register". System calculates the day's transactions. See: Cash register.

"A customer didn't pay, how do I track it?"

→ Sales → that sale → status PENDING (unpaid). Or customer profile → Debt badge. See: Debt management.

"How do I refund a service?"

→ Sales → on the line "Refund" button → amount + reason. See: Refunds.

"How much did the salon make this week?"

→ Reports → Finance → Weekly summary. Financial reports article.

"I want to accept online payments"

→ Settings → Payments → Gateways → Stripe Connect or Barion. See: Gateways.

Tips

• Close till daily: don't leave for the weekend, accuracy degrades.
• Don't mix payment methods: identify each payment exactly at the till, not into "other".
• Document no-show fees: customer-experience matters. Mention in SMS/email confirmation.
• Don't let debts pile up for weeks: weekly review, call non-paying customers.
• Check financial reports monthly: trends only visible with regular checking.