Introducing Checkout– Bookkeeping’s New Best Friend

Now you can checkout customers and easily keep track of payments for appointments in QuickBooks Online. All the details from your appointment book — like who came in when, what services were rendered and how the client paid — flow from Full Slate into QuickBooks with the click of a button. After an appointment, you can take and record payment with the choice to email or print a receipt for your client. Add a tip, apply sales tax, even give a discount to your favorite clients, we’ll do all the math.

If you have enabled Client Payments and take deposits or payments online, those transactions also automatically sync to QuickBooks. You’ll continue to see price and amount paid by the client online in appointment details, and when you check out after the appointment, it will automatically apply the deposit and calculate the balance due.

Bonus – if you’ve configured a credit card processor for client payments, you’ll be able to charge a card during checkout.

If you haven’t setup client payments or prefer to use another merchant service or external POS, you can still record the payment without actually charging the card in Full Slate. To check out this new feature, go to your “Schedule” tab in Full Slate, open an existing appointment, and click the register icon.

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At this time, you must have a QuickBooks Online account and have the QuickBooks sync turned on within your Full Slate account to use the checkout feature. If you have a QuickBooks account but have not set up sync, simply go to Setup > QuickBooks Sync and click the “Connect to QuickBooks” button.

If you do not have a QuickBooks account, click HERE to learn more and set up a free 30-day trial.

For many common questions on the new “Checkout” feature, please take a look at our Help Center. If you have any additional questions or trouble, feel free to reach out to support by clicking on the “Support” link in your Full Slate account. We’re happy to help!

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2 comments on “Introducing Checkout– Bookkeeping’s New Best Friend
  1. Beth says:

    I do use a separate credit card processor. I don’t see that I have the option to have the register under the payment tab on the existing appointment. Am I missing something?

    • Patrick says:

      Hi Beth – We offer two payment gateways: Authorize.net and PayPal Payflow. So if you’re able to connect your existing merchant account with either of these gateways, you should be able to use Full Slate with your merchant account. You might work with your merchant account provider to determine if this is possible. Alternatively, you can use one of the all-in-one solutions: Stripe and PayPal. Please note also that you must integrate with QuickBooks Online in order to use the Checkout feature. If you have any further questions, please don’t hesitate to contact our support team by clicking the ‘support’ link in your Full Slate account.

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