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When a customer is buying rather than spending a voucher, the booking form finishes on a payment step. Choosing a method here doesn’t only take the money. It sets what state the order is left in, which is what your reports and receivables read later.
Bookings made against an existing voucher never reach this step. The customer paid when they bought the package.

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What you’ll see

An order summary at the top — the service, the time, and the total. Apply discount, collapsed. Open it to add a manual or promotional discount before taking payment. Once applied, the summary updates and the payment amount follows. Payment — the list of methods you can use.

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Why a method might be missing

The list isn’t fixed. A method appears only if it’s switched on and enabled for the admin channel in Settings → Customer Payment. That’s deliberate: some businesses take cash over the counter but not through the website, or the reverse. If nothing is configured you’ll see a message pointing you at that settings screen. Set one up there and it appears here.

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The methods

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Pay by card

Takes the payment there and then through Stripe. The order comes back paid and the booking is confirmed. The customer’s card details are entered on the payment form as normal.

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Cash

Order will be marked as Awaiting Payment until the cash is collected and recorded.
Creates the order and the booking, and leaves the order awaiting payment. Nothing has been received yet. Use it when the customer will pay on the day. You record the money once you have it — see recording a payment later.

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PayID

Customer will receive PayID payment instructions. Mark as paid once funds are received.
Same shape as cash. The order is created awaiting payment and the customer gets instructions. You mark it paid when the funds land.

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Bank transfer

Same again — the customer gets transfer instructions, the order sits awaiting payment, and you record it when the transfer clears.

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Manual or external invoice

For money settled entirely outside the platform: a purchase order, an invoice from your own accounting system, an offline EFT.
This one only appears for staff whose role allows it. If you can’t see it and you need it, ask whoever manages roles and permissions.
You can record three optional references — a PO number, an external invoice number, and notes — which are kept against the order so you can match it up later. Then a checkbox, Record a payment now, which decides everything: The button at the bottom spells out which of the three you’re about to do before you press it.

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Free bookings

If the total comes to 0—afulldiscount,oracomplimentarysession—themethodlistisreplacedbyasingle∗∗Placeorder(0 — a full discount, or a complimentary session — the method list is replaced by a single **Place order (0)** button. Nothing to collect, so nothing to choose.

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Recording a payment later

Anything left awaiting payment gets settled from the booking itself.
1

Open the booking

Click it on the calendar.
2

Choose Record payment

It sits with the other quick actions at the top of the panel.
3

Enter what you received

The order updates, and the payment badge on the booking changes with it.
Record payment shows only on confirmed bookings, and only for staff whose role allows recording that kind of payment. Roles can be granted cash, PayID, and bank transfer separately.

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Choosing well

Take the booking as cash, then record it when they arrive. The booking is confirmed either way, and the awaiting-payment badge is your reminder.
Use manual or external invoice with the PO number, and leave “record a payment now” unticked. The order becomes a receivable you can chase, with the reference already attached.
Manual or external invoice, tick “record a payment now”, and enter the deposit amount. The order goes to partially paid, and you record the balance later.
Apply a discount that brings the total to 0,thenuse∗∗Placeorder(0, then use **Place order (0)**. The booking is tracked like any other, so it still shows in your reports.