With the Other Payment Methods feature, you can record payments from alternative methods, like Alle Points and Care Credit. All transactions made with additional payment methods will be listed in your Transaction List, Sales Summary, and Payment Distribution Report.
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Please Read Before Continuing
This feature is for reporting purposes only. You must collect and confirm payments yourself. If any Other Payment Methods are not verified or collected by you, Vagaro's reporting will not reflect that.
Remember: This article will use web screenshots because screens are similar between the web and Vagaro Pro app versions of Vagaro.
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Vagaro Pro app: Navigate to → → .
Web Version: Navigate to → → .
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Scroll down to the Other Payment Methods section, then select Add Payment Method.
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Enter a name in the Payment Method Name field.
This name will be used during checkout and for reporting, so please enter a name similar to the payment method you accept to avoid confusion—for example, Care Credit and Alle Points.
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Click/tap Save.
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Click/tap Save again on the Taxes & Checkout page to finalize any changes.
The new payment method will now display in the Payment Method Name section.
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Vagaro Pro app: Tap Checkout.
Web Version: Click Checkout.
Or click/tap an existing appointment on the Calendar, then select Checkout. (Skip to step 3 if you choose this method)
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Select a customer and add any items to the cart.
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Click/tap Add next to Other.
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Enter a dollar amount into the Amount field. This amount can be split between multiple additional payment options or just one.
Note
You can also add a new payment method from this screen.
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Click/tap Save.
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Enter any additional payment information needed (if applicable,) then click/tap Checkout.
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For Quickbooks and Xero integration, Other Payment Methods will sync as "Other Amount Payment," there will not be individual rows of payment methods, like Care Credit and Alle Points.
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You can split additional payment methods with credit cards, Vagaro Pay Later, cash, IOUs, and more.
Click/tap the boxes below for more information.
Remember that you can only create up to five Other Payment Methods. You must delete an existing payment method if you are at the limit. Deletion will not affect any reporting or previous transactions.
To edit or delete Other Payment Methods, follow the steps below.
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Vagaro Pro app: Tap the payment method you want to edit/delete, then select Edit or Delete.
Web Version: Click the Action (3 vertical dots) menu for the payment method you want to edit/delete, then select Edit or Delete.
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To edit, change the payment method name, then click/tap Save.
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To delete, click/tap Delete again to confirm.
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Click/tap Save again on the Taxes & Checkout page to finalize any changes.
Deleting a payment method and creating a new one with the same name (must be spelled the same) will merge the two in reporting.
Refunds requested for items purchased with additional payment methods can be split between cash, gift certificates, and Other Payment Methods. Also, You can only refund the additional payment methods used, even if you have multiple additional methods configured. If a transaction was split between multiple additional payment options, you cannot refund the entire transaction with one payment method other than Cash or Gift Certificates. If you do so outside of the Vagaro service, Vagaro's reporting will not reflect that change.
Example One:
If a $50 shampoo bottle was paid for with $30 cash and $20 Care Credit, you have the following options for a refund:
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Refund the transaction with the same distribution
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A full refund with cash
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Split between cash, gift certificate, and Care Credit
However, you CANNOT refund this transaction split between Alle Points and cash.
Example Two:
If a $20 shampoo bottle was paid for with $10 Alle Points and $10 Credit Card, you have the following options for a refund:
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Refund the transaction with the same distribution
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A full refund with cash
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Split the refund between cash and credit card.
However, you CANNOT refund this transaction with Care Credit.
Transactions made with additional payment methods will populate the Transaction List, Sales Summary, and Payment Distribution reports. These reports can be viewed from the Vagaro Pro app and the Web version. See the Sales Summary Report, Transaction List Report, and Distribution Report articles for more information.
From the Transaction List Report:
If you click the Action drop-down menu, then select Receipt, you can print or email a receipt for this transaction, which will display each additional payment method used.
You can drill through a transaction by clicking the blue Payment Amount button in the Other column. This will open the Other Payment Method pop-up window, where you can review the amount charged for each payment method used for the transaction, including your new payment methods.
From the Sales Summary Report:
You can review information about all sales made during a specific timeframe; more specifically, now you can review sales made with additional payment methods. Under Total Sale, click the blue Payment Amount button on any relevant column to review your sales data. Your additional payment method will now display as a column item.
From the Payment Distribution Report:
You can review data on how much revenue each Charge Type brings in. From this report, your new payment methods will display as their own row item. Click the Payment Method Name for all the purchases made with that Other Payment Method.
Comments
4 comments
THANK YOU for implementing this!! It will make accounting so much cleaner & easier for those of us who allow Venmo, PayPal, cash app, etc!!!
Thanks, Jordon!
You asked, and we provided.
Jamie
Can we add cash apps?
Hi Terrence,
Yes. You can name the alternative payment methods any way you want! Just keep in mind that this feature is for reporting only. Receiving the money through a cash app is handled by the business, not Vagaro.
Thanks,
Jamie
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