IOUs are issued to customers who are unable to pay for a service on the day of the appointment. Once an IOU is created, it is added to a customer's profile and included in all IOU reports so you can collect payment at a later date.
To manage your IOUs, follow the steps below.
Navigate to → .
This opens the IOU report screen, where you can add new IOUs or manage existing ones to edit, void, or pay them.
Use report filters to find specific IOUs.
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Click Noted By and select an employee to filter the report by the employee who created the IOU.
Enter a name in the search box for a faster search. (Default: All)
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Click Customer to find a specific customer with an IOU.
Enter a name in the search box for a faster search. (Default: All)
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Click Status to filter the report by status. (Default: Outstanding)
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Click Run Report.
IOU details on the report include:
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IOU creation date
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IOU closed date (the date an IOU was paid or voided)
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Noted by (the employee who created the IOU)
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Closed by (the employee who voided or processed IOU payment)
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The customer who was issued the IOU
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IOU comments
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IOU status
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The reason for voiding the IOU
You can export an IOU report to an Excel or PDF file or print a physical copy.
You can sort the information on any column header except Action on the report screen by clicking the column name to toggle the sort direction.
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Click Add IOU to create a new IOU.
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Select a customer from the drop-down list.
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Enter an IOU amount and a comment, then click Save.
The IOU is added to your screen and the customer's profile (on the IOU tab.)
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Click the Action menu by the IOU and select Edit.
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Make any changes to the IOU comment and click Save.
The IOU now shows the status of Void on the IOU Report and the customer's Profile/IOU page.
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Click the Action menu by the IOU and select Void.
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Enter a reason for voiding the IOU and click Save.
The IOU now shows the status of Void on the IOU Report and the customer's Profile/IOU page.
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