Check out an appointment

Take payment for an appointment, add products or a tip, change prices, apply promo codes and discounts, and pay by card, cash or another way.

Checkout is where you take payment for an appointment. You can change the bill, add a tip and record how the client paid.

Open the appointment on the Calendar and select Check Out. The button shows once the client is checked in.
Checkout opens. The appointment's services are under Line Items, and Summary shows the Balance Due.
Change the bill if you need to. See Change the bill below.
Under Add a Tip, choose a percentage or Custom Amount. Leave No Tip selected if there's no tip. Tips explains how they work.
Under Payment method, select how the client is paying and finish the payment. Ways to pay below covers each one.
When nothing is left to pay, you'll see Paid next to the invoice number. Lilo marks the appointment Completed.
To give the client a receipt, select Print Receipt or Email Receipt. Email Receipt only shows if the client has an email address.

In the Lilo app, open the appointment. Once the client is checked in, tap Quick Checkout. It completes the appointment and opens checkout. After the visit is complete, tap Checkout instead. Then tap the Charge button at the bottom. If the button names a saved card, the app uses that card. To pay another way, tap Use a different payment method. To record the whole balance as cash or an outside payment, tap ⋯ next to Charge and choose Mark cash paid or Mark paid externally.

Ways to pay

Option	What it does
Saved card	Charges a card the client has on file. Choose the card and select Charge Card.
Terminal	Sends the balance to your card reader. Select the Collect button, which names the reader. The client taps or inserts their card on the reader.
Card	Type in the card details and select Charge.
Cash	Enter the Payment Amount and select Record Cash Payment. To work out change, enter what the client handed you under Amount Received.
External	For money you took outside Lilo, like Square, Venmo or Zelle. Choose a label or type your own, then select Mark paid externally.

Saved card shows only when the client has a card on file. See Cards on file.
Terminal shows only when a card reader is set up at that location.
Saved card, Terminal and Card need payments set up. Until then, Card says Card payments not set up. The owner or an admin sets them up in Settings → Payments. See Connect payments and get paid out.
Cash and External always work, even without payments set up.
Every option except Cash takes the whole balance. To split a bill, record part of it as cash first, then pay the rest another way.
The cash amount boxes fill from the right, like a register. Type the cents along with the dollars.
In the Lilo app, you can also take a card on your phone with Tap to Pay.

Change the bill

Add a product: select Add Product, find the product, and select the plus button next to it. To take a product off, select the trash can next to it.
Take off a service: select ⋯ next to the service and choose Void Service. Choose a reason and select Void Service. Lilo takes its price off the bill. You can't undo it. By default, anyone who checks out can void a service. Refunds, voids, and receipts explains voids.
Use a promo code: select Have a promo code?, enter the code and select Check. If it's valid, select Apply. An invoice can have one promo code at a time. To take a code off, select the x next to it under Discounts. By default, anyone who checks out can apply a code.

Most business types

Member benefits: if the client has a membership, Member Benefits shows their plan. Member discounts apply on their own. To use a service voucher, select Apply next to it. Choose the service if asked, then select Apply Voucher.

Loyalty points: if you run a loyalty program, Loyalty Points shows what the client earns from this visit. Once they have enough points to use, select Redeem, enter the Points to Redeem, and select the Redeem button.

Referrals: to credit the client who sent them, select Referred by someone?. Referral rewards the client can use show with an Apply button. See Referrals.

Change a price

Select ⋯ next to a service and choose Override Price. For a product, select the pencil next to it.
Enter the New price. Add a Reason if you like.
Select Save Price. You'll see Price updated.

The client's receipt shows only the new price. The invoice keeps a record of the change with your name. To go back, open Override Price again and select Reset to original.

You can't change a price while a promo code or voucher is on the invoice. Remove it, change the price, then add it again.

When there's nothing to pay

If nothing is owed, you'll see Nothing left to pay. Select Close Invoice to finish. You'll see Invoice closed, and Lilo marks the appointment Completed.

If the client paid in full when they booked online, checkout already shows Paid. On the web, you complete that appointment from the calendar. In the app, tap Close Invoice in checkout to complete it.

Finish a checkout later

You can leave checkout before the client pays. The invoice stays open with its balance. To come back, open the appointment on the calendar and select View Invoice.

Everyone except service providers

You can also go to Operations → Invoices and select the card icon next to any invoice with a balance.

How it works

Lilo creates the invoice when you first open checkout, or when the client pays online while booking. Once there's an invoice, the calendar's button says View Invoice.
Add Product lists only the products sold at that location, at that location's price. You can add a product that shows Out of Stock.
Lilo takes products out of stock when the invoice is paid in full (see Products and stock).
Tax comes from your tax settings. The tip isn't taxed.
Paying the whole balance marks the appointment Completed, even if no one started the service.
Once an invoice is paid, its products, prices and tip can't change.
Every payment shows under Payments, with how it was paid.
If your business uses Checkout-First Workflow, Check Out shows on every appointment that isn't cancelled or a no-show. In the app, the button shows Checkout and the price. Opening it doesn't complete the appointment. See Check-in, statuses, and no-shows.

Owners, admins and location managers

To give money back, select Refund next to the payment under Payments. See Refunds, voids, and receipts.

Common questions

Why don't I see Check Out?

It shows once the client is checked in. With Checkout-First Workflow on, it shows without a check-in. Cancelled appointments and no-shows can't be checked out. If the appointment already has an invoice, the button says View Invoice.

Why can't I take a card payment?

Payments aren't set up yet. Card says Card payments not set up.
Your payment account is on hold. A banner under Payment method says why. Cash and External still work.
Saved card only shows for a client with a card on file.

Can a client pay with two methods?

Yes. Record part of the bill under Cash. Then pay what's left with any other option.

Why can't I change a price?

The owner or an admin changed your permissions. By default, anyone who checks out can change a price.
A promo code or voucher is on the invoice. Remove it first.
The invoice is already paid.

Lilo Pro

Why does it say Provider handles payment?

Every provider on the appointment rents a booth in your business and takes their own payments. There's nothing to check out in Lilo. The calendar shows Provider handles payment instead of Check Out, and checkout shows Provider Handles Payment. To check these appointments out in Lilo, turn on Checkout through business POS in each booth renter's Role & Work section on the Team page.

Can I undo a payment?

You can't delete a payment. The owner, an admin or a location manager can refund it under Payments.

Why doesn't checkout use the package price?

Checkout bills each service at its own price, even when the client booked a package. To charge the package price, lower the service prices before the client pays (see Change a price).

Check out an appointment