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Accountant Business Manager How to record a store balance?

How to add value to store balance?

Explanation of how to increase the customer’s store balance within the Fogo system:

Step 1: Access the payment page.

Step 2: Input customer and cashier details.

Step 3: Specify ‘Store Balance Payment’ with the value set to ‘0″, quantity ‘1’, and tax as ‘0’ if this is recorded as a future payment.

Step 4: Input the payment amount and choose the payment method.

Step 5: Ensure you select the ‘Bonus’ payment method and input the accurate amount if the store balance includes a bonus value.

If there are any inaccuracies, modify this payment through your Fogo admin account.

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How to make a payment via ‘Payment’ button Payment and Invoice

How to make a payment via ‘Payment’ button

You may click the ‘Payment’ button on the top menu if there is no appointment information required. 

  1. Click the ‘Payment’ button and open the payment details page.
  2. Enter the client information 
  3. Enter provider information if needed. See ‘how to add my provider details’ if you are not sure. 
  4. Choose cashier
  5. Enter invoice item, price and define tax
  6. Enter payment details
  7. Save to Invoice at the end

Note: Use the ‘Third Parties’ if you can’t find the payment method here and make a note about the payment method next to the amount. 

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Business Manager how to make payment within the appointment tab Payment and Invoice

How to make a payment within appointment tab

To make an payment for an existing appointment is to

To make an payment for an existing appointment is to

  1. Open the appointment you like to make a payment
  2. Click the “Payment’ button in the right bottom menu
  3. Choose a health fund and enter membership number if needed.The provider number is automatically matched and shown here.Please refer to ‘ how to add my provider details’ if you don’t see your provider details.  
  4. Edit the service item, description and cost if necessary
  5. Enter the price, discount amount and define tax
  6. Choose the payment method and enter the payment amount
  7. Click to ‘Save to Invoice’ to save this payment

Note: Use the ‘Third Parties’ if you can’t find the payment method here and make a note about the payment method next to the amount. 

Note: Use the ‘Third Parties’ if you can’t find the payment method here and make a note about the payment method next to the amount.