Sales and payments
Take online payments, prepare invoices, and check booking deposits and balances. Each payment stays with its order or appointment.
Online collection requires a connected payment account. Transaction fees apply.
Fictional sample workspace. Payments, drafts, replies, and product changes stay in this browser tab. Nothing is charged or sent.
A product purchase, an invoice, and an appointment payment each have their own details. Console keeps the amount and status with the right record.
Customers can buy on your website or through a checkout link. The product order keeps the item, buyer contact, and payment status together.
Requires a connected payment account, published products, policies, and shipping details where applicable. Customer association depends on matching the buyer’s identity.
Build an invoice with line items, quantities, amounts, a memo, and a due date. Review the draft before using your workspace’s invoice actions.
Your workspace role and payment setup determine the invoice actions available to you.
See whether a booking deposit is authorized or captured, then follow the balance still due for the appointment.
Deposit timing and capture follow your booking policy and successful payment steps. An authorization is a temporary hold, not a settled payment.
Ways to pay
Payment methods depend on the checkout, the customer’s device, and your account. A cash record has a different purpose: documenting money collected outside card processing.
Customers enter card details through the configured checkout. The resulting payment belongs to its order, invoice, or booking.
A connected payment account and an eligible checkout are required.
Eligible customers may see a wallet option at checkout.
Availability depends on supported devices and browsers, wallet setup, checkout eligibility, and payment-account configuration.
A cash entry records money you collected. It does not process a card payment or move money through a payment provider.
Available recording controls depend on the workspace and your role.
Booking payments
A deposit can be held before it is collected. The booking keeps that amount separate from the remaining appointment balance.
An authorized deposit reserves an amount on the customer’s payment method. It has not yet been captured.
A successful capture collects the authorized amount according to the booking’s payment policy.
The amount still due is handled separately. A paid product order does not settle an appointment balance.
Open a product purchase, a booking payment, or an invoice draft in one of the three sample businesses.
Explore paymentsSetup and availability
You can collect online payments and record cash you have received. Native Tap to Pay is unavailable, and Sophosic does not currently offer an app for taking in-person card payments.
See online payment ratesConnect your payment account and configure your catalog or services. Review current rates before you start collecting.
$0/month on Free. Transaction fees apply. No credit card required.