Deposits & payment
Each bookable service owns its initial pricing, payment, and approval posture. Every accepted booking projects into Sales, which remains the source of truth for totals, payments, balances, refunds, documents, and fulfillment.
Configure the service under Bookings → Setup → Services → Commercial posture.
Set the price
Choose:
- Fixed price for one amount per booked quantity.
- Flat time for a base price per configured time interval. A partial interval rounds up to a full interval.
The booking service exposes this configured price to availability results, but the final checkout/Sales calculation is authoritative. Do not promise a total from a stale slot result.
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 canonical Order or accepted Quote projection;
- total, amount paid, refunded amount, and balance due;
- payment and refund history; and
- booking-linked quotes, invoices, contracts, and payment links.
Do not create a separate payment ledger in booking notes. Record an offline payment or refund through the Sales controls so the customer and reports see the same state.
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.
Security deposits
The setup form can preserve a future security-deposit amount or percentage, but customer authorization/capture is not active in this release. 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. The browser renders the payment form, but webhook-confirmed server state is the final payment and booking authority.