Payments
Invoicing built for end-of-day reconciliation.
Card, cash, and check recorded with payment reference. Integrated card processing inside the appointment flow — no separate terminal to reconcile against. Daily close-out matches the drawer. Sixty-day reopen window.
Invoice INV-2026-0214
L. Davis · Today, 11:40 am · Sarah Chen
| Item | Qty | Total |
|---|---|---|
| Botox 30u | 1 | $540.00 |
| HydraFacial add-on | 1 | $180.00 |
Integrated
Card processing inside the appointment flow.
60 days
Owner-only reopen window for closed invoices.
4 methods
Card, cash, check, and other tracked together.
How invoices work
One invoice per appointment, opened automatically.
Every appointment opens an invoice on booking. Service prices snapshot at booking, so future price changes don't retroactively alter quoted appointments. The appointment moves to "completed" only when the invoice closes.
Tax calculates per line item; multi-state spas configure rates per location.
- Auto-opened on appointment booking
- Snapshot pricing — protected against future changes
- Per-line-item tax rate
- Closing the invoice closes the appointment
Reconciliation
The numbers match the cash drawer.
Daily close-out breaks gross by method: card, cash, check, other. The four totals reconcile against a single ledger — not a CRM ledger plus a separate terminal report.
Card payments process through Lumè's licensed payment partner inside the appointment flow. Specific rates are quoted at contracting based on your card-present versus card-not-present mix.
- Per-payment-method daily close-out report
- CSV export for accounting
- Card processing through a licensed payment partner
- PCI DSS-compliant payment partner
Sales — last 30 days
Apr 16 → May 15 · 4 paid invoices today
Gross
$48.6k
Tax
$4.31k
Avg invoice
$483
Reopens + voids
Mistakes happen. The system handles them with a paper trail.
Owners and managers can reopen a closed invoice within sixty days. The reopen records who, when, and why. Voiding requires a written reason and never deletes the record.
The reopen permission is locked at the role level — no per-user overrides, no end-runs around separation of duties.
- 60-day reopen window from initial close
- Required void reason; void never deletes
- Owner/manager-only reopen permission
- Full audit trail on every transition
See it in 30 minutes