The purpose of Fons is to automate and consolidate all of your billing in one place saving you admin time not having to reconcile and account in several locations for payments, but as we know there will always be a clients that want to pay in another form. So, if you have a client that paid outside of Fons there are a couple of ways to record this depending on their billing method.
Per Appointment Billing
If the client HAS a card on file and brings a check to their lesson
Navigate to the appointment click on the pencil in the Attendee section simply mark the attendee as "no charge" before the lesson concludes.
The next step would be to create a "payment request" for the cost of the appointment and mark it as "paid outside of Fons" to send them a receipt
If the client does NOT have a card on file the charge will fail and you can:
Mark it as Paid outside of Fons from the Reporting -> Payments -> Failed tab
Per Package Billing
Navigate Reporting->Payment Requests tab,
If you have a long list here you can filter to see just your packages by clicking on Packages
Find the package that was requested for payment expand and click on the "Paid outside of Fons" arrow
If and appointment is set to accept a package and has failed billing that appointment within 7 days of charging a package as paid outside of Fons it will still automatically deduct for that appointment.
Subscription Billing
Navigate to the Client Details
Click on Payments
Find the subscription in question (it will likely be a failed subscription)
expand to see more details
Click on the paid outside of Fons arrow
