Use this article when a customer walks in for a service and wants to pay now – a haircut on the spot, a treatment that is being done right away, or a scheduled service being charged with some retail products. Instead of scheduling, the terminal puts the service into an order, exactly like a product, and you take payment from the cart. We will ring up a Men's Haircut with a Scalp Massage add-on for John Smith with Rob Kyle and pay with cash. The screens are the same on the Sunmi P3H and the Sunmi P3 Mix.
How do I put a service into an order?
To ring up a service, open the Services tab, tap the service, attach the customer, choose the employee, and tap today's date and the time the service is happening. Add any Service Add Ons or Product Add Ons under Extras. The summary at the bottom shows the service, its add-ons and the total:
The summary – service, add-on, employee, date and time.
Add to Order – puts everything in the summary into an order and opens the cart.
What is in the cart?
Tapping Add to Order opens the order cart with an order number and an Open status badge. It works like the New Order cart:
The service line – the service with the date, time, who it is for and the employee, and its price. The − and + buttons change the quantity and the × removes the line.
The add-on line – each add-on is its own line with the same details.
+ Add More – adds a retail product or another service to the same order.
Cash Total and Card Total – with dual pricing both totals are shown, for example $40.00 cash and $41.60 card.
Leave Open – saves the order to pay later.
Payment – goes to the payment screen.
On the P3 Mix the cart uses the full width of the screen:
How do I add a product or another service to the same order?
To add more, tap + Add More. An Add to order sheet asks what you are adding:
Product (Retail item) – opens the product grid from the New Order tab; tap a product to add it.
Service (Book an appointment) – opens the service list so you can book a second service into the same order.
How do I take payment for the service?
To take payment, tap Payment in the cart. The payment screen shows the sale amount and each payment method with its price, exactly as it does for a quick sale:
Sale Amount – the cash total of the order.
Cash – tap it, then tap Pay.
The Pay button shows the amount for the selected method.
On the Cash Payment screen tap the bill the customer hands you – $40 here – check Change Due and tap Complete Sale.
The Payment Approved screen shows the amount and an authorization number with the receipt options. Tap a receipt option or Done to finish.
Card, Gift Card, ACH and Split work the same way as on a quick sale; see Quick Sale on the P3H and P3 Mix terminals for each of those. The paid order appears on the Orders screen as an Order with a green PAID badge.
Note: Add to Order is for charging the service now. It does not put the appointment on the Scheduled list; to book a service for later, use Schedule instead, and take payment from the appointment when the customer arrives.