How to Use Quick Checkout

How to use Quick Checkout: https://www.loom.com/share/b41bd1c5217741a0ac6bebdac1d10965?sid=80beeafb-74de-47e9-8820-6a8c43efab8a

1. Introduction to Quick Checkout

   • Quick Checkout can be used for buying packages, membership services, and retail.

2. Creating an Invoice

   • Enter the owner's name and select the owner for whom you want to create an invoice.

   • Add memberships, products, e-gift cards, or packages to the invoice.

3. Adding Products and Packages

   • Manually add products or select from available packages.

   • Option to auto-renew packages upon expiry.

4. Applying Discounts and Payments

   • Apply credits, coupons, manual adjustments, or gift cards.

   • Send the invoice for payment or as a deposit.

5. Payment Process

   • Record full payment or handle overbalance by adding credit to the account.

   • View invoice details and history after payment.

6. Setting Dynamic Notes

   • Set up staple questions for staff to answer during the checkout process.

   • Dynamic notes can be customized under settings for different sections like feeding, medication, and invoice structure.

7. Closing the Invoice

   • Once the invoice is complete, remember to hit close to finalize the transaction.

   • Open invoices can be viewed in the Open Invoice History section and should be deleted if not needed.