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 later.
To manage IOUs for a particular customer, start on the Customer Management page.
- Navigate to Customers > Customer Management.
- Select a customer from the drop-down list.
The Customer profile page for the selected customer shows a red box if that customer has an outstanding IOU. - Click the IOU tab to open the customer's IOU page.
Note: Export and Print buttons give you options to print or save the customer's IOU information to an Excel spreadsheet. - Click the Action menu (3 vertical dots) to select an action for this IOU.
Choices are Edit, Void, and Pay.
- Use Edit to change the IOU comment and save it.
- Use Void to cancel the IOU.
You'll be asked to enter a reason for voiding the IOU. - Select Pay to have the customer pay off the IOU.
- On the Checkout screen, process payment for the IOU and complete the checkout process.
- Click Done on the Successful Checkout pop-up message.
The IOU now shows as Paid on the customer's Profile/IOU page and the IOU Report.
- Use Edit to change the IOU comment and save it.
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