IOUs are issued to customers who cannot 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 it's documented. You can resolve the IOU directly from the customer's profile or at Checkout.
Prerequisites: This feature is only available on the web version of Vagaro.
To manage a customer's IOU from their Customer Profile:
-
Select Customers
-
Select a customer in your customer list. In the customer's profile, the outstanding IOU will be shown next to the Create New button in the top-right corner.
-
Select the IOU tab.
-
Optionally, if the customer has multiple IOUs, you can narrow down the results by entering the filters below, then selecting Search.
-
To filter for IOUs given by a specific employee, select the provider in the All Service Providers list.
-
To filter for just Outstanding, Paid, or Void IOUs, select a status in the All IOU Statuses list.
-
-
Optionally, select the Download
or Print
buttons in the top-right corner to get a physical or digital copy of this report.
-
Optionally, if you are part of a multi-location business, select the All businesses list in the top-rigth corner and choose another location.
-
To perform an action for an IOU, select the Action
menu for that IOU, then choose an option:
-
Edit: Change the IOU's Comment.
-
Void: Cancel the IOU. You'll be asked to enter a reason for voiding the IOU.
-
Pay: Have the customer pay off the IOU from the Checkout screen.
-
Comments
2 comments
does voiding an IOU also void the item it "paid for"?
No... to return a product bought with an IOU to inventory, you must refund the IOU transaction from the Transaction list. In that process, there's a "return to stock" option for the product, which also voids the IOU.
Please sign in to leave a comment.