Invoices and bookings

Can I take an advance for a booking?

Yes. Switch on Ask for an advance, and a booking is confirmed once the customer has paid; until then its time is kept for them. An admin sets it up in Settings, Integrations, Bookings, under An advance to hold a slot. It needs a way to be paid first: your UPI ID in the business details, or your own payment gateway connected. The money is paid straight to you and never passes through Fliok. How much to ask is a fixed amount for every booking, a share of the service’s price, or nothing unless a service has its own advance. Each service can follow that rule, ask for its own amount or ask for nothing. On your booking page the customer picks a time and has 15 minutes to pay, unless you change that; if they do not, the time goes back on offer by itself. When your team adds a booking and asks for the advance, the time is kept for 24 hours and the customer gets a message with a View and pay button. With a payment gateway, the payment confirms the booking by itself. With a UPI ID, the customer scans the QR, pays and taps I’ve paid; the booking then waits under Payments to check, where you press Money arrived or No money came. You have 12 hours to check, unless you change that, and the time stays theirs meanwhile. Before paying, the customer reads your cancellation policy. It starts as: “You get this advance back if you cancel at least 24 hours before your booking. After that, or if you do not come, it is not refundable.” You can change the time limit, make the advance not refundable, and add a note in your own words. Fliok never sends a refund. A cancellation that is owed one shows as Refund to make on the Bookings page: send the money back yourself, then press Mark as refunded. A customer who does not come loses the advance, and when you cancel a booking yourself the advance is always owed back. If Invoices & receipts is switched on, every advance gets a receipt there by itself; if your bills show tax, each one is left as a draft for you to set the tax and issue as already paid.