Finance in Amelia WordPress Booking Plugin
The Finances page shows you two different tabs in case “Coupons” option is enabled in the “Payments Settings”. The tab that is active by default is the “Payments” tab.
With filters that appears at the top of the page, you can narrow down results by common characteristics such as date, customer, employee, service or status. Date filter is predefined by the period of seven days starting from the current date.
Your payments can be exported to a CSV file for reporting. At the top right of the “Payments” page, next to the filters, just tap the “Export” button. Clicking on the “Export” button will open a dialog allowing you to choose the delimiter used for CSV and to select the columns you’d like to export. When you are ready, tap on “Export” button in the dialog to download CSV file.
Payments table gives information about the payments such as payment date, customer, employee, service, and status. You can expand a payment (row) by clicking on it. An expanded record shows the information about appointment date, payment method and total paid amount for the booking.
Payment passed through either PayPal or Stripe automatically has the status of “Paid”, and for the payment with “On-site” method, payment status and the paid amount has to be updated manually. Click the “Details” button to open the details dialog for the chosen payment. Here you can see all the detailed information for the individual payment, change the payment data and delete the payment. By clicking on the “Pen” icon in the dialog footer, a small dialog will appear from where you can update the paid amount and the payment status.
You can delete multiple payments at the same time by checking the payments you want to delete. The dialog box will appear in the table footer when you check at least one payment you want to delete. If you are certain that you want to delete the records click the “Trash” icon and then the “Delete” button.
The coupons tab can be found on the “Finance” page only if “Coupons” option is enabled in the “Payments Settings” and will allow you to create promotions to offer customers a discounted price for their appointment by either a percentage or/and deduction discount.
You can use filters to display specific records by a coupon code and the services for which customers can apply coupons. Coupons can be exported to a CSV file by clicking on the “Export” button. Clicking on the “Export” icon button will open a dialog allowing you to choose the delimiter used for CSV and to select the columns that you’d like to export.
The coupons table shows information about coupon code, percentage off, fixed amount off (deduction), service(s) where the coupon can be applied, usage limit and how many times coupon was used.
To create a new coupon simply click on “+ New Coupon” button located at the top of the page. After opening a dialog you need to provide a code for your coupon, discount (expressed in percentage), deduction (reduced amount of selected “Currency” setting in the “Payments Settings”), maximum number of times coupon can be used and you need to select what service(s) the coupon can be valid on. Once you are done entering coupon information, simply click on the “Save” button and the newly created coupon will now appear along with other coupons in the list. After you create a coupon, customers can enter the coupon code on the “Confirm Booking” modal to reduce the price of the appointment.
To edit an existing coupon, click on the “Edit” button to the right of the coupon you want to change. Clicking on the “Edit” button will open an edit dialog that allows you to update the data in already created coupons. From the dialog, you can also duplicate, hide and delete selected coupon by choosing one of the actions in the dialog footer.
You can delete multiple coupons at the same time by checking the coupons you want to delete. The dialog box will appear in the table footer when you check at least one coupon you want to delete. If you are certain that you want to delete the coupons click “Trash” icon and then “Delete” button.
Hidden coupons will be grayed out in the coupons table and will not be valid anymore. Also, coupons with reached usage limit will not be usable.