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- Hair Extension / Wig Studio
- Process
- Charges and payments
Charges and payments
Review charges and receipts against the visit they belong to. The named roles use the linked booking as the common reference and inspect the underlying records before changing a decision state.
Step by step
-
Prepare charges Finance Officer
Finance Officer records draft service and add-on charges against the booking.
- Capture amounts for review
- Updates Service charges, Add on charges, Bookings
-
Review posting Finance Officer
Finance Officer checks the dates, descriptions, amounts and booking link before changing Draft to Posted.
- Decide which charges to post
- Updates Service charges, Add on charges
ApprovalA person approves before the work moves on. -
Record receipt Finance Officer
Finance Officer records a payment amount, received date and reference against the booking.
- Capture the payment evidence
- Updates Payments, Bookings
-
Confirm payment Finance Officer
Finance Officer verifies the receipt source before changing Pending to Confirmed.
- Distinguish confirmed money from pending money
- Updates Payments
-
Reconcile Finance Officer
Finance Officer compares posted charges with confirmed payments; refunds and voided charges remain explicit.
- Explain the booking balance
- Updates Payments, Service charges, Add on charges, Bookings
Who does what
Roles and permissions- Finance Officer
- , Property Manager, Operations Reviewer and Admin.
Set up Hair Extension / Wig Studio your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.