How to Check Out Customers on the Desktop Version of FurFlow

This article explains how to check out a customer, process payments, and manage invoices within the Desktop Version of FurFlow.

Step-by-Step Guide to Checkout

1. Accessing the Payment Section

1. Navigate to the Contacts tab and select the customer you'd like to check out.
   
   

2. On the right-hand side, click on the Payment section.
   
   

3. The payment screen will load, allowing you to process the transaction.
   
   

2. Charging a Customer’s Card (Stripe or Square)

• If the customer has a card on file, you can directly charge them via Stripe or Square by selecting the appropriate option.
  
  

3. Recording a Manual Payment (e.g. Cash)

If the customer is paying via cash or another manual method:

1. Click on Create Invoice.
   
   

2. The invoice will open for the selected customer.
   
   

3. Scroll down to Add a Product, then choose the relevant service (e.g., Bath and Dry).
   
   

4. Select any additional products or services needed.
   
   

5. The total will update automatically. In this example, it totals $160.
   
   

6. Click Send, then Mark as Sent. This sends the invoice to the customer.
   
   

4. Recording the Payment

1. Once the invoice is sent, click on the three dots next to the invoice and select Record Payment.
   
   

2. You’ll be presented with two options:
   
   

   • Charge a Card (if the customer has a card on file)
     
     

   • Record Manually (for cash or other payment types)
     
     

3. If recording manually, choose either Cash or Card (optional for record-keeping), then click Submit.
   
   

4. A confirmation message will appear that the payment was successfully processed.
   
   

5. Verifying the Payment

To confirm the payment was recorded:

1. Return to the Contacts tab and open the customer’s contact record.
   
   

2. Under the Payment section, you’ll see the recently recorded payment, including the amount and date (e.g., $160 paid on April 5th).
   
   

Conclusion

By following these steps, you can easily check out a customer, create and send invoices, and process payments on the desktop version of FurFlow.