Bookem lets you record numerous payment methods to track the source of your payments:
Bank transfer - these are payments which clear in your bank account(s) (reconciliation is done manually)
Card payments (reconciliation is done manually)
Cash payments (reconciliation is done manually)
Online payments - such as credit card payments made by clients through payment links on their invoices (reconciliation is done automatically) Bookem currently supports Payfast, Paypal and Snapscan
Other payments, e.g. Medical aid payments (reconciliation is done manually)
To add a new payment method, go to Settings - Payments & Invoicing - Payment methods select + Add payment method at the top right.
You can have one or more bank accounts. A bank account can be linked to one or more locations. Your bank account details and payment instructions will show at the bottom of your invoice.
Find out how to set up a Bank transfer payment method.
Online payment methods can be used to:
take payments from clients when they book online in order to secure a booking
let clients pay directly from their invoice
The following online payment providers are supported:
SnapScan: how to set up SnapScan
PayFast: how to set up PayFast
PayPal: how to set up PayPal
If you plan to accept in-person card, e.g. Point of Sale (POS) payments using a system that is not linked to Bookem, this needs to be an option available to manually record these payments. Here's how.
To add a payment method to record when clients pay cash, follow these steps.
The ways you can use Payment methods is quite flexible. For example, you can create a payment method for
e.g. Medical aid payments (reconciliation is done manually)