Checkout, refunds, and receipts

Ring up the visit with tips and retail, fix mistakes with clean refunds, and keep receipts flowing on their own.

Checkout is the thirty seconds where the whole visit turns into money. Sable keeps it on the appointment, so the service, the retail, the tip, and the payment all land on one ticket.

The checkout shelf shows the products your role can sell. Booth renters see salon retail alongside their own retail. Browsing that shelf does not grant access to salon inventory management or product costs. Payment availability still follows the ticket’s payout accounts; when a combination cannot be collected, checkout explains the restriction before taking payment.

Booth renters sell salon retail at the salon’s price. Its price pencil and ticket discounts are unavailable while salon retail is on the ticket. Service-only ticket discounts keep their existing permissions. A renter ticket with salon retail shows its totals for review and explains any collection restriction before payment.

Ring up an appointment

Open the appointment and start Checkout. It opens as a window over your calendar, with the ticket on the right and your shelf on the left, and the appointment is right where you left it when the window closes.

1. Build the ticket. The booked services are already on it. Tap a product to add it, tap again for another, or use the stepper on its line. Search by name, or narrow the shelf by product type; Services adds another service from your menu. Discount applies a percentage or an amount, and One-off charge rings up the extra that fits nowhere else. Any line with a pencil beside its price can be repriced for this visit.
2. Next. The shelf gives way to the ways to pay. Every way stays in the same place on the screen. One you can’t use right now is greyed out with the reason under it, such as No reader paired or Not available on your role.
   • Card reader. Choose the reader, then send the total. The client adds a tip and taps or inserts their card on the reader while Sable waits with you.
   • Cash. Pick a tip if the client left one, enter the cash received, and Sable shows the change due before you record it.
   • Tap to pay. Takes a contactless card on your iPhone, in the Sable iPhone app.
   • Card. Pick a tip, then type in a card read out over the phone. Stripe’s secure fields hold the number, so it never touches Sable.
   • Payment link. Text or email the client a secure link to pay, or copy it to send yourself. The link is due on receipt.
3. Take the money. The button under the ticket says exactly what will happen, with the amount: Send $166.78 to Front desk**, **Record$186.28 cash, Charge $192.78, or Text link to Maya.

Tip presets calculate on services only. A $100 service with a$4.30 product fee suggests $20 at 20%. You can also enter a custom amount. With the card reader, the client adds their own tip on the reader instead.

Once the visit is paid, the ticket shows Paid and you can rebook the client from right there, or close the window with Done. On a phone the same steps open one screen at a time: the ticket, Add item for the shelf, then Payment.

Checkout in the Sable app

Checkout in the Sable app works the same way. On iPad it opens as the same window over your calendar, with the shelf on the left and the ticket on the right. On iPhone it opens one screen at a time, and Tap to Pay on iPhone sits first among the ways to pay.

When the client pays with Tap to Pay on iPhone, cash, or a typed card, Sable shows a tip screen for you to hand over: your tip presets with the amount under each, Other, and No tip, thanks. The client’s choice lands on the ticket before the payment starts. A card reader asks for the tip on its own screen, and a payment link asks on the client’s payment page.

The product fee under the services adds each logged product’s usage charge, including its back-bar markup, then subtracts the included product allowance. The chevron under the row opens the products and the allowance. The pencil beside the fee reduces the amount, and Remove fee waives it before charging. The breakdown then shows an adjusted line, so the rows still add up to the fee. Changing the items or services resets the adjustment so you can review the recalculated fee before charging. The client receipt shows one Product fee line when a fee is charged; a fully waived fee stays in the sale record and is left off the client receipt and invoice. See Inventory settings to set markups, allowances, and tax on product fees.

When checkout is paid at the chair, the appointment is marked completed and the transaction shows up in Transactions with the full breakdown: items, discount, processing fee, and what you netted.

If the client will pay later, choose Payment link. After Sable sends the invoice, the payment controls are replaced by a confirmation so you know it went through and cannot accidentally send it twice. The appointment shows Awaiting payment and the invoice stays Open until the client pays. Then the appointment is marked completed and the payment counts as collected revenue.

On the web, each retail line on a salon ticket has Sold by when the salon has more than one eligible team member. It starts with the ticket’s stylist; choose the person who sold that product to attribute their retail commission. Booth renter tickets keep their existing attribution.

Edit services during checkout

The ticket stays editable right up to the charge, in the web dashboard and the Sable iOS app alike. During the visit and at checkout, every service sits on its own line, and the visit that grew in the chair rings up exactly as it happened:

• Add a service. In the checkout window, the Services chip on the shelf shows your whole menu, add-ons included, even ones you keep off the booking page; on the appointment, Add service searches it.
• Change a price. Tap the pencil beside a line’s price to set what this visit should cost. The line keeps the regular price in view, and Reset puts it back. The change applies to this appointment only; your menu keeps its price. Lowering the sale by more than half, through price changes and a discount together, takes the same permission as a large discount.
• Remove a line. Take a service off the ticket and the totals follow.

After any edit, Sable reprices the ticket and refreshes the subtotal, tax, deposit credit, and total before the charge is offered, so the amount on the button is always the amount that settles. Every price change is recorded with who made it.

If a deposit was collected and the reworked ticket lands below it, Sable applies what fits and flags the remainder for you to refund manually. Once the visit is completed and paid, the service lines are part of the payment record and stay as charged.

Sales tax

Set your rate once under Settings → Payments, with your ZIP code or by typing it in. Sable then taxes what your state taxes in most salons:

• Retail products are taxed.
• Services are not taxed. If your state taxes them, turn on Charge tax on services in the same place.
• Product fees for backbar are not taxed. Turn on Charge tax on product fees in your inventory settings if they should be.

Invoices without a rate of their own, such as booking deposits, follow the same rules. When you build an invoice yourself, you choose whether it carries tax and at what rate.

Record a payment without an appointment

Not every sale starts on the calendar. A walk-in buys shampoo, a client calls to settle last week’s balance, a colleague picks up a gift card. Open Transactions and choose create payment.

On the web, if you manage the payment account and setup is still needed, the header offers set up payments first. It takes you to payment settings. Use the adjacent payment options dropdown to record cash or create an invoice while setup or verification is in progress. Once the account can accept card payments, the action becomes create payment. An account that needs attention offers review payments. Teammates who cannot manage the account keep their permitted payment options. Their payment menu shows a setup notice when needed; availability is checked for the selected stylist’s account as the ticket is built. A verification-pending account shows payments pending.

The menu lists every way to take the money: Card reader, Cash, Card on file, Invoice, and Manual payment. One you can’t use right now is greyed out with the reason under it, such as No reader paired or Not available on your role.

Whichever way you take the money, you build the same ticket first:

• Client. Search the people you already have, or add someone on the spot with a name and mobile number. The sale lands in their history either way.
• Stylist. Whose sale it is, which is who it pays. In a one-chair salon this answers itself. If you’re ringing it up for someone else, as an owner or from the front desk, choose the stylist first; the service list then shows that stylist’s menu.
• Items. Add a service or a product from your own catalog, priced the way you priced it there. For the charge that fits nowhere else, add a one-off: say what it’s for, set the amount, and it rings up as its own line. One-off charges are not taxed, since there’s no catalog item behind them to tax.
• Discount. A percentage or a flat amount, applied once and removed just as easily.

Sable prices the ticket as you build it, so the subtotal, tax, and total on screen are the same numbers that will settle.

Send it to a card reader

If you’ve paired a reader, Card reader is the first way to take the money. Send the ticket over and hand the client the device: they add a tip on its screen and tap or insert their card. Sable waits with you, and the moment the card is approved the total updates with the tip the client chose.

Cancel any time before they pay and nothing is charged. If the card is declined or the reader times out, Sable says so in a sentence and leaves your ticket exactly as you built it, ready to try again or take another way.

Pairing a reader is in Card readers.

Charge a card on file

Choose the client and stylist, then Card on file. Select an eligible saved card, review the ticket and confirmed tip, and press Charge for the amount shown. Selecting a card or reopening the window does not charge it.

If the result is still being checked, return to the original payment. Cancel this payment releases it only after Sable confirms it is unpaid. If the charge already succeeded, the window shows the paid amount instead.

Record cash

Choose Cash, build the ticket, and record the total once the money is in your hand. It lands in Transactions and the client’s history like any other sale.

Send an invoice

Choose when it’s due (on receipt, or in 7, 14, or 30 days), then send it by text or email, or copy the link to paste wherever the conversation is already happening. The link opens the hosted payment page with the PDF attached, and the invoice shows up in Transactions as Open until it’s paid.

Texting needs a mobile number on the client’s record. When a channel can’t deliver, Sable says which one and why rather than letting you send into nowhere.

For memos, deposits, or a reminder schedule, Open the full editor takes the same ticket into the invoice builder.

Type the card in

For a client reading their card number over the phone, Manual payment takes the details directly. The card fields belong to Stripe, so the number goes straight to them and never touches Sable. A receipt sends itself and the payment saves to the client’s history like any other.

Every role at the salon can type a card in: owners, admins, the front desk, stylists, and booth renters. A client reading a number over the phone is part of an ordinary day at any chair, so the option sits on the same screen for everyone, checkout for a booked appointment included. A card read in person is still the safer read for both sides, so a reader or Tap to Pay is worth reaching for first, and a card the client has already saved works as usual.

If you build a custom role, keyed entry is one of the permissions you can hand out or hold back. A teammate on a role without it sees the reader, Tap to Pay, saved cards, and invoices exactly as before.

One list for money in and money owed

Transactions shows both sides of your book. Every payment sits alongside every invoice still waiting on the client, marked Open, Overdue, or Draft, so what you have taken and what you are owed read as one day rather than two screens. Once an invoice is paid it stops appearing as an invoice and shows as the payment that settled it, so nothing is ever counted twice.

Filter the list by status to work one pile at a time: pick Overdue under Invoices to see only what needs chasing, or a payment status to see only money already taken. Open an invoice row and it takes you to the invoice; open a payment row and it takes you to the full breakdown.

Transactions is in the iPhone app too, in the main menu right under Appointments. Your week opens the screen: gross sales, the daily shape of it against last week, and your balance and last payout. Each row gives you the client and the total on one line and the date, the tender, and the status on the next, so a day reads one-handed. Tap a payment for the full breakdown, including the processing fee, the net, and any refunds; tap an invoice and it takes you to the invoice.

Narrow the list with the chips above it: Date and time, Amount, Status, Method, and Stylist. Each one opens a panel, and an active chip shows what it is filtering to so you can see the whole question at a glance. Show more walks back through the rest of your history.

Retail on a booth renter’s ticket

A booth renter can add their own retail or the salon’s retail from the checkout shelf. Access to the shelf does not grant access to manage the salon’s inventory. The renter can discount their own items and services; salon retail keeps its catalog price when a renter rings it up.

For renter services and salon retail on one ticket, the client makes one card payment. Services go to the renter, and salon retail goes to the salon after the selling renter’s configured retail commission. The selling renter remains the same when an owner or front desk member collects the payment. The processing fee is charged once and shared between the recipients.

Tap to Pay on iPhone, a card reader, and an online invoice use the renter’s verified payment account. If that account or the collection method is not ready, checkout explains what needs attention. A mixed ticket currently requires one card payment; cash, external payments, and split tenders are unavailable for it.

The transaction shows each recipient’s original allocation, fee, amount transferred, and amount recovered, including any deduction for an outstanding refund fee balance. A reconciliation notice means recipient settlement needs review; it does not ask the client to pay again.

For an existing support-approved independent-account arrangement, a mixed service and salon-retail ticket follows the same one-card allocation. The independent account receives service proceeds, tips and its configured salon retail commission; the salon receives the remaining retail proceeds. This is available only for the verified arrangement, and does not enable payments to arbitrary businesses. Refunds follow the original recipients.

Your own sales with a personal payments account

When an owner’s personal payments account is on, her services, tip and product fee on her own tickets go to that account. Salon retail on the same ticket goes to the salon, in full, with no retail commission. The client still makes one card payment and the processing fee is shared between the two accounts.

A ticket that pays both accounts takes one card payment, by card, card reader, Tap to Pay on iPhone or online invoice. To take cash or another payment method, ring the salon retail up as its own sale; her services on their own take any payment method.

Receipts

Receipts send themselves after checkout; you’ll see Receipt sent on the transaction. Need it again? Open the transaction and resend it. No printer tray, no “can you email me that?”

Send a receipt from checkout

In the Sable iPhone app, a card taken in person with Tap to Pay on iPhone or a card reader shows send receipt above Done. When a Tap to Pay on iPhone card is declined, send receipt sits under the decline message, so the client leaves with a record of every attempt. Choose how it goes:

• Email or text sends it to the client on file. An approved card gets your usual receipt. A declined card gets a short receipt with your business name, the date and time, the amount, the card brand and last four digits, and a Sable reference, and it tells the client they were not charged.
• Share opens your iPhone’s share sheet with the same receipt as plain text, for a walk-in with nothing on file. Share is always there after a card attempt, even for a decline with no card details on record; that receipt simply leaves out the card line.

Texts go only to clients who agreed to texts from your salon, and never after they reply STOP. A choice that can’t reach this client stays in place, greyed out with the reason under it, such as no email on file or no text consent. Each receipt goes out once by email and once by text, and tapping twice still sends one. If Sable can’t tell whether a receipt went out, it says so and won’t send it again, so the client never gets two; share is still there. A receipt never shows more of a card than its last four digits.

Card on file

Choose Card on file on the appointment checkout, select an eligible saved card, confirm the tip and review the displayed total. Press Charge to collect that amount. Selecting a card never charges it. Mark Client is here for verification only when the client is present to complete any bank check.

A card needs the client’s purchase acceptance for the business receiving the payment. An expired, removed or previously saved card without that acceptance cannot be charged. Collect it securely again through online booking or a client-specific form request.

If a payment needs verification or its result is uncertain, continue that same payment. Use Use another way to pay only after Sable has confirmed that the original payment cannot go through.

Refunds

Mistakes happen: a duplicate charge, a no-show fee you’ve decided to waive, a service that didn’t land. Open the transaction and issue the refund from there:

1. On the web, select the payment items to refund and choose All of it or Part for each. The tip remains visible and is available only when a service is selected. Sable calculates the items, tax, and refund total. Invoice payments use an amount. Mixed renter and salon tickets use the original items and quantities to calculate the amount.
2. Pick the reason: client cancelled, no-show waived, stylist initiated, duplicate, or other.
3. Confirm the refund.

The refund is recorded against the original transaction, so the money story stays in one place. A mixed ticket recovers the original recipients’ shares, including the selling renter’s retail commission. Any unrecovered retained processing fee becomes a balance owed by the original recipient once the customer refund is confirmed. That recipient’s next card sales in the salon reduce it, up to each sale’s proceeds, and the remainder carries forward. The client pays the same amount; the sale shows a Prior fee debt deduction next to the processing fee. Deposits, no-show fees, cash and externally recorded payments leave the balance as it is, and it never stops you taking a payment. Refunding a mixed ticket whose proceeds repaid an older balance restores that same older balance; a repayment made by a card sale stays repaid when that sale is refunded. Transaction details show the refund, recovery and carried balance separately.

Wait for a pending refund to finish before requesting another one. If a previous request was held for funding review, select the remaining original items again to calculate the current refund. Other reconciliation notices still require review; contact Sable support through the salon owner. Do not refund separately and then retry the same request. Card refunds return to the client’s card through your payment account; the transaction shows Refunded when it’s done.

Refunds on invoices work the same way from the invoice itself. See Create, send, and collect.

Keep the drawer honest

• Record cash payments at checkout even though no card runs. Your reports (and your taxes) are only as good as what you ring up.
• Use real refunds instead of quiet cash-backs. The paper trail protects you if a client’s bank ever asks questions.

Related

• Payouts and verification
• Create, send, and collect
• Deposits, policies, and waitlist

Still stuck? Visit the Help Center to submit a support ticket.