Skip to main content

Collect Payments Using Quick Pay & Pay Now

Updated over 2 weeks ago

Quick pay can process payments independently of any appointment, service, or product. Quick Pay creates an order and lets you collect payments one-time payments for miscellaneous or non-service expenses.

Pay now is a faster way to checkout appointments in just a couple clicks.


Getting Started

Before taking manual quick payments:


Taking Quick Payments

To take a quick payment:

  1. Open the Calendar and click Add.

  2. Select Sale.

  3. In the Customer field, start typing the customer's name to search your contacts. Alternatively, enter a new customer's name and click Add to contacts.

  4. Select the Custom amount Tab at the top

  5. Enter the amount using the keypad → click Add to cart.

  6. Add a tip (optional).

  7. Choose a payment method → click Pay now.


Using Pay Now

To use pay now on appointments:

  1. Open the Calendar.

  2. Click the appointment.

  3. Select Pay now

  4. Optionally click Charge a custom amount to adjust the cart. Otherwise it will charge the total

  5. Optionally add a tip

  6. Fill out the customers credit card information

  7. Click Charge


FAQs

Where can I find quick payments in my account?


All manual charges—including tips—appear as Orders under the Sales dashboard.


Is there a limit to the quick payment amount?
No. There is no maximum amount for quick pay entries.


Can the payment be assigned to a specific client?
Yes. Quick pay transactions must be assigned to a client. (Only their first name is required)


Can I include tips?
Yes. You can add a tip before completing the payment.


Can any team member take quick payments?
Any team member with the appropriate permissions can process quick payments once payment processing is activated.


What is the fee for quick payments?
Quick pay uses normal Talo payment processing rates plus an authorization fee.


How do I refund a quick payment?

  1. Go to Sales > Orders in your dashboard — or open an order directly from any booking or transaction.

  2. Click the Order you want to open.

  3. Click Actions at the bottom.

  4. Select Refund Order.

  5. Choose the item(s) to refund or enter a custom refund amount and reason (if required).

  6. Click Issue Refund.

Did this answer your question?