Taking payment at checkout

Checkout in Lumè runs off the invoice that's created with every appointment, so taking payment is mostly a matter of confirming what's owed and recording how the client paid. Open it from the appointment's Take payment button (it shows the amount due). Checkout opens as a focused, full-screen screen with no menu around it — a clean register.

Working the invoice

1. Check the line items. The booked service is already there. Add more with add line item — another service, a retail product, or a custom charge for anything that doesn't fit a catalog item. You can adjust a line's price or remove it.
2. Apply a discount if there is one — either a percentage off or a flat dollar amount.
3. Confirm the tax. Lumè calculates it for you; an owner or manager can adjust it if needed.
4. Redeem credit. If the client has a gift card, or a package or membership that covers the visit, apply it here. Package and membership credits are only actually used at this moment — checkout — not when the appointment was booked.

Recording the payment

Choose the payment method:

• Cash
• Check
• Card — run the card on your card reader, then record it here
• Gift card — when a gift card covers the whole total
• Other

Add a tip if the client is leaving one, then select Take payment. Lumè closes the invoice, records the method and amount, and marks the appointment completed — no separate step to wrap up the visit.

A note on permissions

Anyone at the front desk can ring a client up. Some actions are held back for owners and managers — changing a line's price, adjusting tax, and reopening or voiding a paid invoice — so the numbers your reports run on stay trustworthy. What happens after a payment is covered in Invoices: reopen, void, and email.