Checkout

Close a visit with services, retail, discount, tip, and package or membership credit.

The checkout queue at /dashboard/platform/checkout lists appointments that are ready to be paid. Open one at /dashboard/platform/checkout/[id]. It needs canManagePayments.

The ticket

The ticket starts from the appointment's line items. You can add:

Retail items: products from the location's stock, up to 50 lines
Discount: a manual amount, allocated across lines
Tip: an amount in cents
Client package or client membership: pick one the client holds

An appointment is eligible when its status is confirmed or in_progress, it has line items, and it has no payment or transaction yet.

Run checkout

Open the ticket

Choose the appointment from the queue. Benefits and local stock load with it.

Add retail, discount, and tip

Retail quantity must be between 1 and 1000 per item and the product must have enough stock.

Apply a benefit

A membership applies its discountPercent to services it includes. A package covers its included services up to the remaining value (remainingValue). Benefits need a client with a linked account.

Choose tender and complete

completeAppointmentCheckout takes cash, credit_card, or debit_card as already-collected tender, plus an idempotency key. Tax is TAX_RATE (default 0.08) on the discounted subtotal.

What checkout writes

In one serializable transaction it creates:

a SalonTransaction with line items and a Payment
InventoryMovement rows of type sale for retail
one Commission per service line at the stylist's baseCommissionRate
GratuityLedgerEntry allocations for the tip, split by service value among assigned practitioners
ClientPackageUsage when package credit is used
loyalty points from the active LoyaltyProgram (pointsPerDollar on the taxable amount)
the deposit credit, if one was paid
appointment status completed

Resubmitting with the same idempotency key returns the existing settlement.

Subtotal minus membership and manual discounts gives the taxable amount. Tax and tip are added. Package credit and deposit credit are subtracted to give the amount due. Every amount is integer cents and allocations always sum exactly.

Errors you may see

Message	Cause
Appointment is not eligible for checkout	Status is not `confirmed` or `in_progress`
Appointment is already checked out	A payment or transaction exists
Appointment has no payable line items	Nothing to charge
Retail product is unavailable	Not enough stock
Only cash or an already-collected external terminal payment can be recorded	Another tender was submitted
Tip cannot be conserved without an assigned practitioner	Tip with no stylist on the lines

See Troubleshooting.