Payments on the Contacts Tab

Initiate one-time charges (that aren’t associated with appointments) through the Contacts tab in Apptoto.

You may occasionally need to collect one-off payments from clients that do not have an upcoming appointment. You can do this through the Contacts tab in Apptoto.

1. Open the contact record: Go to Settings>Contacts and click on the contact you want to charge.

2. View payment history: All payments associated with the contact appear in their record, including payments from authenticated booking pages.

3. Initiate a one-time charge: If the contact has a saved payment method, click New Charge.

4. Enter payment details: Enter a Charge Label (this appears on the payment receipt sent by your processor) and the amount, then click Submit. The charge processes immediately.

5. Optional - Issue a refund: You can also find a charge in a contact’s payment history and select the refund option.

Tip

You can only initiate a charge from the Contacts tab if the client has a saved payment method. See saving payment methods for how clients save cards.