# 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.

Source: https://heylilo.co/help/payments/checkout

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

## Check out an appointment

1. Open the appointment on the [**Calendar**](https://app.heylilo.co/dashboard/calendar) and select **Check Out**. The button shows once the client is checked in.
2. **Checkout** opens. The appointment's services are under **Line Items**, and **Summary** shows the **Balance Due**.
3. Change the bill if you need to. See **Change the bill** below.
4. Under **Add a Tip**, choose a percentage or **Custom Amount**. Leave **No Tip** selected if there's no tip. [Tips](https://heylilo.co/help/payments/tips) explains how they work.
5. Under **Payment method**, select how the client is paying and finish the payment. **Ways to pay** below covers each one.
6. When nothing is left to pay, you'll see **Paid** next to the invoice number. Lilo marks the appointment **Completed**.
7. 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](https://heylilo.co/help/clients/cards-on-file).
- **Terminal** shows only when a [card reader](https://heylilo.co/help/payments/card-readers) 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**](https://app.heylilo.co/dashboard/settings?tab=payments). See [Connect payments and get paid out](https://heylilo.co/help/payments/connect-payments).
- **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](https://heylilo.co/help/payments/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](https://heylilo.co/help/payments/refunds-voids-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](https://heylilo.co/help/settings/discounts) 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.

**Applies to:** Most business types

- **Member benefits**: if the client has a [membership](https://heylilo.co/help/marketing/memberships), **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](https://heylilo.co/help/marketing/loyalty), **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](https://heylilo.co/help/marketing/referrals).

## Change a price

1. Select **⋯** next to a service and choose **Override Price**. For a product, select the pencil next to it.
2. Enter the **New price**. Add a **Reason** if you like.
3. 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**.

**Applies to:** Everyone except service providers

You can also go to [**Operations** → **Invoices**](https://app.heylilo.co/dashboard/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](https://heylilo.co/help/inventory/products-and-stock)).
- Tax comes from your [tax settings](https://heylilo.co/help/settings/taxes). 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](https://heylilo.co/help/calendar/check-in-and-statuses).

**Applies to:** Owners, admins and location managers

- To give money back, select **Refund** next to the payment under **Payments**. See [Refunds, voids, and receipts](https://heylilo.co/help/payments/refunds-voids-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.

### Why does it say Provider handles payment?

**Applies to:** Lilo Pro

Every provider on the appointment [rents a booth in your business](https://heylilo.co/help/team/booth-renters) 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**).