How to Take or Collect Pending Payments

How to Take or Collect Pending Payments

This guide explains the different ways to collect pending payments in Zylu from the booking screen, customer details, and booking report.

From the Booking Screen

  1. Go to Bookings.

  2. Open the booking for which the payment is pending.

  3. If a payment is pending, you will see the Collect Pending Payment button.

  4. Click Collect Pending Payment.

  5. Choose a payment method and complete the transaction.

From the Customer Details Screen

  1. Go to Customers.

  2. Search for and select the customer.

  3. Scroll to the list of bookings.

  4. Click Pending Payments to view only the bookings with pending amounts.

  5. For the booking you want to settle, click the Collect Payment button.

  6. Select a payment method and finish the process.

From the Booking Report

  1. Go to Reports → Booking Report.

  2. In the Select Booking Type filter, choose Pending Payment.

  3. This will show all bookings with pending payments.

  4. Click on a booking to open it.

  5. Click Collect Payment.

  6. Choose a payment method and complete the transaction.

Notes

  • Wallet and Pay Later payment options are not available for collecting pending payments.

  • Always issue a receipt after collecting payments to maintain proper records.

FAQs

Q: Can I collect partial pending payments?
A: Yes, you can collect the remaining amount as partial payment if the booking allows it.

Q: Why don’t I see the Collect Pending Payment button?
A: This button is only visible if there’s an actual pending payment for the booking.

Q: Can I use the customer’s wallet balance to settle pending payments?
A: No, wallet payments are not supported for pending payment collection.

Q: Can I mark a pending payment as paid without collecting money?
A: No, for proper tracking and accounting, the payment must be collected through an allowed payment method.

    • Related Articles

    • Billing a Service

      In Zylu, billing a service is simple and flexible. You can add one or more services, assign staff, adjust prices, apply discounts, manage tax, and select resources all in one place. This article explains how to bill a service properly so that ...

    • Billing Process (Walk-In Customer)

      A step-by-step guide to efficiently handle transactions for walk-in clients. In this tutorial, you'll discover how to bill walk-in customers using the Zylu salon management app. Whether it’s a first-time visitor or a regular client, we’ll walk you ...

    • How to Bill/Sell a Product

      In Zylu, products can be added to a bill directly from the billing screen using the + Product button. These products are linked to your inventory, and only items with available stock can be billed. This article will guide you through the product ...

    • How to Add or Select a Customer in the Billing/New Sale Screen

      Before you start billing in Zylu, you need to select or add the customer. This step is important because it helps Zylu apply any wallet balance, cashback, membership, or package benefits automatically. You can search for an existing customer or add a ...

    • Popular Articles

    • Getting Started with Bookings & Sales on Zylu: A Step-by-Step Guide

      How to Get Started with Bookings & Walk-Ins in Zylu . This guide will walk you through managing bookings, walk-ins, adding new customers, selling services and products, and sending invoices through Zylu. By following these steps, you’ll streamline ...

    • How to send a WhatsApp Campaign for Holiday Discount

      Step-by-Step Guide to Engaging Customers with Festive Offers WhatsApp Campaign In this tutorial, we'll walk you through the process of creating and sending a WhatsApp campaign to promote your holiday discounts. <br> Steps: Log into your Zylu ...

    • Complete Business Verification

      Verifying Your WhatsApp Business Account To fully utilize the features of your WhatsApp Business account, it's essential to complete the business verification process. Follow these simple steps to get started: Initiate Business Verification: If you ...

    • Advanced Training on Zylu Software – Everything You Need to Know

      Welcome to the official Advanced Zylu Software Training! This session is designed to help you unlock the full potential of the Zylu platform — from store setup to automations and reporting. ? Watch the Full Training Video ? Watch Now: ...

    • Billing Process (Walk-In Customer)

      A step-by-step guide to efficiently handle transactions for walk-in clients. In this tutorial, you'll discover how to bill walk-in customers using the Zylu salon management app. Whether it’s a first-time visitor or a regular client, we’ll walk you ...