Entering and Storing a Credit Card
From the client's profile, go to the Client tab
Select +Add credit card
Enter the card number, expiration date, and security code
Save
Tip: The session invoice must be created before the client can be charged. Collecting the card at the beginning of an appointment and storing it in the system will allow you to charge the card after the appointment
Creating an Invoice
Invoices are automatically generated after the session when you select Finalize Session with 1 Click
To view, edit, send, and accept payment for the session, navigate to the Billing tab in the client’s profile.
Select the invoice by clicking on it
Once an invoice is open, you can:
Add or edit a service
Change the amount due
Add a memo that will apply only to this invoice
Delete the invoice
Save the invoice
Accepting a Client Payment
With the invoice open, select Collect Payment
Select an option:
Charge the payment to the card on file (make sure you've connected your bank account)
Send an invoice to the client with a payment link
Record a payment received outside of Blueprint, such as cash, check, or Venmo
Once the charge is processed the client will be sent a receipt to the email address on file