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:
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Select Customers
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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.
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Select the IOU tab.
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Optionally, if the customer has multiple IOUs, you can narrow down the results by entering the filters below, then selecting Search.
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To filter for IOUs given by a specific employee, select the provider in the All Service Providers list.
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To filter for just Outstanding, Paid, or Void IOUs, select a status in the All IOU Statuses list.
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Optionally, select the Download or Print buttons in the top-right corner to get a physical or digital copy of this report.
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Optionally, if you are part of a multi-location business, select the All businesses list in the top-rigth corner and choose another location.
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To perform an action for an IOU, select the Action menu for that IOU, then choose an option:
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Edit: Change the IOU's Comment.
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Void: Cancel the IOU. You'll be asked to enter a reason for voiding the IOU.
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Pay: Have the customer pay off the IOU from the Checkout screen.
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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.
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