Adjust Invoices For Bounced Checks Or Returned ACH Payments Click on the “Contacts” tab, or utilize the search bar to find the customer profile. When on the customer profile,...
Cash Management Controls Keeping track of cash is integral as a business owner. With our software you can utilize our cash management control...
Log External Credit Card Transactions We have introduced the ability to log credit card transactions in our system even if you are using an external...
How To Edit Appointment Tags Appointment tags are very helpful in reminding staff of any special information to be considered for any specific booking. If...
How To Edit Appointment Reminders (SMS) Sending appointment text message reminders to your customers is a great way to ensure no one misses their appointments, or...
How To Use Service Specific Scheduling By default, your calendars operate in a catch-all mode. Meaning, every service you add is automatically bookable on all calendars....
How To Link Add-Ons To Parent Services Click the “Settings” tab, and go to “Your Menu” Click the “Edit” button next to “Services Menu Setup” Select the...
Call or Text using your Smart Number Your business Smart Number gives you the capability to text and call your customer’s right from the dashboard. Follow the...
Understanding & using your Accounts Receivable Ledger The Accounts Receivable ledger is used to track customer balances, whether there is money owed or a credit given to...
How To Export Payment Data to QuickBooks Learning how to export your payments to Quickbooks will ease your accounting needs. First, open up your Punchey Dashboard, click...