IOUs: Add

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.  An IOU also displays on the Checkout screen when a customer is selected. From there, you can check out the IOU. 

Related Article: Check Out an IOU

To add an IOU follow these steps: 

1. Click Reports. 

2. Select IOU. 

3. Click +Add IOU to issue a new IOU to a customer. 

4. Click the Customer drop-down list to select a customer to receive the IOU.
Enter the amount they owe, then enter a comment and click Save. 

5. Once the IOU has been added, you can see it on the main IOU Management page. Click Action. Then click Pay. This takes you directly to the Checkout screen.