How to complete a transaction

Process a variety of payment methods easily through your Unwritten app to track and receive accurate monthly Sales Reports

 

STEP 1:

Click on the clients booking in your Calendar

 

STEP 2:

Cross check clients Booking Summary

 

STEP 3:

Click on Checkout, then if required you can add a remotely fulfilled product or your own retail product

 

STEP 4:

Click on 'Go to bill' located on the bottom

 

STEP 5:

Cross check Customer Cart information

 

STEP 6:

If client paying by:

- Credit / Debit card: Click on 'Card Payment'

You then have two options to pay via card. 

1). Pay via Stripe Terminal/Card Reader - Tap & pay

*You can purchase the Card Reader from the Wholesale Shop in your app

or

2). Send Bill/Invoice via SMS/email - A payment link will be sent. Client receives on their phone, fills in card details. Paid.

OR

- Cash / Bank Transfer: Click on 'Split / Other'

Swipe the slider to either Cash or Bank (or both for split payment), click 'Send Bill'

If Cash, your client will hand over the cash

If Bank, then the app will take you to the Customer Cart and say "Awaiting Payment" - Perform your usual Bank Transfer with your client. Once done, then click bottom right 'Reconcile Bank Transfer', then click 'Accept Payment'.

The top of your screen will then turn green and say "Transaction Complete"

 

*Note: 
When you click on 'Send Bill' for Cash - Your client will receive an automated payment receipt 

When you click on 'Send Bill' for Bank - Your client will receive an automated invoice/bill