Issuing receipts to clients after their treatment is certainly one of the most important functions of a salon's business. It's also particularly useful for keeping track of transactions and getting more accurate reports on revenue, earnings and transactions carried out during working hours.
How to issue a receipt after an appointment
To complete the appointment and issue a receipt to the customer, follow these simple steps:
From the Treatwell Pro calendar, click on the appointment and then click on the button at the bottom right:
You are automatically directed to the "Cash" area of the system, where you can see a summary of the treatments and any products purchased during the appointment. On the right-hand side of the page, there's information about the client's expenditure (Subtotal) and the net amount to be paid.
To finalise the payment, go to the "Net to pay" box, choose the client's preferred payment method and click on the blue "Finish" button to confirm it. Then you'll be shown the receipt. You can issue the receipt in a digital version, which will be sent to the client's email, or in paper form, by choosing the "Print" option at the bottom right.
The receipts issued are saved in the system and can be checked at any time in the "Cash" area of the menu by clicking on the “Receipt issued” tab. This section is password protected so to access it, you'll need to re-enter your Treatwell Pro username and password.