Deposits & payment
Configure each service's price, payment timing, and approval requirements. Use the linked Sales record to review totals, payments, balances, refunds, documents, and fulfillment.
Configure the service under Bookings → Setup → Services → Commercial posture.
Set the price
Choose:
- Fixed price charges the configured amount once for the booking, even when the booked quantity is greater than one. For example, a $100 fixed price at quantity three is a $100 booking base charge before tax and other charges.
- Flat time charges the base price per configured time interval and booked quantity. A partial interval rounds up to a full interval. The price interval is separate from the time picker's increment.
The form also offers Pricing structure for duration-tier authoring and preview. Keep services using it in Draft: they cannot activate or accept bookings while duration-tier pricing remains unavailable. A published pricing policy does not remove that restriction.
Check the final checkout or Sales total before promising a price. Tax, delivery, and other applicable charges can change the amount due.
Choose when payment is due
| Payment posture | What the customer does initially |
|---|---|
| Full payment | Pays the full authoritative amount through checkout. |
| Deposit percent | Pays the configured percentage now; the remaining balance stays due in Sales. |
| Pay Later | Sends a request without an initial checkout or charge. The merchant decides the next step. |
A deposit percentage is a whole number from 1 through 100. Use Pay Later rather than a zero-percent deposit.
Choose the approval posture
- Auto confirm lets an eligible payable booking proceed directly to checkout.
- Manual approval creates a request. Capacity is checked again and claimed only when a merchant approves it.
Approval and payment are separate decisions. A service can require approval and then request payment, or use Pay Later after approval.
Work with the Sales record
Open the booking and use Sales & payment to review:
- the linked Sales document;
- total, amount paid, refunded amount, and balance due;
- payment and refund history; and
- booking-linked quotes, invoices, contracts, and payment links.
For money already received or returned outside cartonium, follow Recording payments & refunds on the correct Sales record. Recording an external transaction updates the record; it does not charge a card or send money to the customer. A note alone does not update the balance.
Cancelling a booking releases capacity and may cancel or void compatible Sales state, but it does not automatically refund money. Decide and issue or record the refund separately through the available Sales controls. See Payments & refunds.
Security deposits
The setup form can preserve a future security-deposit amount or percentage, but it does not authorize or capture a customer's security deposit. Do not tell a customer that a configured security deposit has been held or charged.
Before taking card payment
Your tenant payment account must be connected and Verified. See Connect your Stripe account. Confirm the payment result in cartonium before treating a payment as complete. If the result is unclear, follow Payment troubleshooting before trying to collect again.