A customer arrives — booked online, or straight off the street. While they're with you they might have a haircut, then a treatment from somebody else, then buy a product on the way out. All of it goes on one running tab, and closes to one invoice.
If you've used the hotel side, this is the same idea as a guest's folio: a working sheet you keep adding to, then settle at the end.
The two screens
| Screen | What it's for |
|---|---|
| Front office → Sessions | The list. Every customer currently in your shop, plus ones already finished. Find someone and click in. |
| The visit screen (click a row) | The running tab for that one customer. Add what they're having, then finish it. |
Steps
Find or start a visit
- Open Front office → Sessions.
- If the customer booked online, their visit is already there — booked visits appear as soon as the booking is confirmed. Click their row.
- If they walked in, click New walk-in and put in their name (and phone, if you want to reach them later).
Add what they're having
On the visit screen, use the add row at the bottom for each thing:
- A service — the haircut, the massage, the treatment.
- An item — shampoo, a drink, anything off the shelf.
- Who did it — set Performed by on the line when a different member of staff handled that service. This is what lets each person's work be credited to them.
Add as many as you like, in any order, while the customer is still with you. The Bill so far figure at the top updates as you go.
Finish and invoice
- Check the top panel:
- Bill so far — everything added up.
- Deposit held — money this customer already paid online.
- To collect — what to actually take from them now.
- Click Finish & invoice.
- One invoice is raised with every line on it, and any deposit is applied automatically.
About deposits
If the customer paid a deposit when they booked, you'll see a green note saying so. You don't need to record that money again — it is already on their account and gets applied the moment you finish the visit.
A deposit bigger than the bill isn't lost. If they paid ₦5,000 and only spent ₦3,000, ₦3,000 is applied and the remaining ₦2,000 stays on their account for next time. The screen tells you when that happens.
Tips
- One invoice, however many people served them. That's the point of the tab — the customer gets one bill, and each staff member still gets credited for their own line through Performed by.
- Add as you go, not at the end. It's easier to add the drink when you hand it over than to remember it at the till.
- Nothing is billed until you finish. You can add, edit and remove lines freely while the visit is open.
- Abandon is for a customer who leaves without buying anything. It raises no invoice. If they had a deposit, deal with that from the booking, not here.
Common problems
- I can't find the customer in the list → the list shows open visits by default. If they've already been invoiced, clear the status filter to see finished ones too.
- "Finish & invoice" isn't showing → the visit has no lines yet. Add at least one thing before you can invoice it.
- The visit is greyed out and won't let me add anything → it has already been finished or abandoned. Look at the status next to the customer's name at the top.
- To collect shows ₦0 but I expected to charge them → their deposit covers the whole bill. Nothing more to take.
- The deposit note isn't showing but they definitely paid online → the deposit may not have been recorded against this visit. Check the booking, and see the pay-link or booking manual for how deposits are captured.