Customer sheet: overview of advances
Sara Meert
See a complete overview of the advances not only in the checkout, but also in the customer file. This makes it faster and clearer to check per customer which advances have been paid, for which appointments and what the status is (e.g. refunded, expired). This is for both cash advances and online advances!
A “Advances” tab is already visible in the customer file. The overview should show the same details as in the checkout:
- Date & time of the appointment that requires an advance payment
- Date & time of deposit payment (!)
- Details of the appointment (services)
- Advance amount
- Status (paid, refunded, expired,...)
Sara Meert
Merged in a post:
See what they paid an advance for
Marie De Paepe
If you look at the advances, you see the creation date, date of appointment... would be useful to suddenly see what they made an appointment for. Now you have to click extra open
Sara Meert
Merged in a post:
Advances per customer overview
S
Sara Vanhoorne
View both used and still usable advances on the customer sheet
Sara Meert
Merged in a post:
Making advances clearer
A
Anicée Van Camp
Make advances clearer: easy to find the date of collection in reports, make them appear more clearly on daily receipts... So that it can easily be shown to customers on a screen.
Sara Meert
Merged in a post:
Advance payment
A
Anne-Laure Taillieu
When a customer in the store pays her deposit himself, you will not see this on her customer file under: advances. Very confusing