Take an in-person payment
Use Tap to Pay, a Stripe reader, a QR payment link or a manual payment record.
The business app can collect an outstanding appointment balance using supported Stripe payment methods. Cash or Other records money taken outside OneDiary and does not charge a card.
In the app Set up a payment device in Payments, then take the balance from the appointment.
Open Payments Setup and confirm Customer payments is ready.
Under In-person payments, set up Tap to Pay on a supported device or find and connect a Stripe card reader. Install a reader update if OneDiary asks for one.
Open the appointment and tap Take payment.
Check Amount to collect, then choose Tap to Pay, the connected reader, a QR payment link, or Cash or Other.
Follow the on-screen result. Do not mark a failed or cancelled card attempt as paid.
In the portal The portal can record a payment taken elsewhere but does not run the phone or reader payment flow.
Take the cash or external payment using the method agreed with the client.
Open the appointment in the portal and check the outstanding balance.
Select Mark paid and complete only after you have actually received the money.
Confirm the action. This records the manual payment and completes the appointment; it does not charge the client.
Choose the payment method carefully
- Tap to Pay and connected reader payments wait for Stripe confirmation.
- A QR payment link stays pending until the client completes it.
- Cash or Other is a manual record and cannot be verified by OneDiary.