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Take a payment

From the chair to the till — starting a checkout, building the cart, adding a tip, and taking the money by cash, card or gift card.

2 min readUpdated August 17, 2026

A sale starts in one of two places: from an appointment, or from nothing at all.

From the calendar, open the appointment and press Check out — the cart arrives already holding the booked services, at the prices the client was quoted, each attributed to the stylist who did it. For a walk-in, go to Sales and press New checkout: pick a client, or don't, and press Start checkout.

Nothing about that choice is final. The name sits at the top of the cart with a Change client button beside it, so a walk-in who turns out to be a regular, or a bill started under the wrong person, is fixed where you noticed it. That is what an open sale is for — once it's closed it becomes a record, and the way to change a record is to void it and ring it again.

The new checkout panel open in the sales rail, with a client picker and a Start checkout button beside the list of past sales.
A walk-in starts here. From an appointment, Check out does this step for you.

Building the cart

Four buttons add to the bill: Service, Product, Fee and Appointment. Each opens a searchable list, so a retail add-on at the desk is two taps rather than a hunt.

Every line carries who it belongs to. The Staff picker on each line is what sends that money to the right person's commission at payroll — worth a glance when someone else finished a blow-dry that isn't theirs.

When everything's on, press Go to payments · $86.00. The button always shows the number, so nobody is pressing "next" and hoping.

Taking the money

The tip comes first: No tip, then a chip for each percentage you've set in Settings → Checkout — each one showing the actual amount as well as the percentage, so nobody is doing arithmetic in front of a client — plus a custom box for anything else. You choose the percentages, and you can turn the prompt off altogether, or leave it on for services and off for a shampoo-only sale.

Then a payment method — Cash, Gift card, and Card and Card reader once Stripe is connected:

  • Cash takes an optional Cash given, then tells you the Change due. Leave it blank and it pays the balance exactly.
  • Gift card looks the card up by number and shows its balance before you spend any of it.
  • Card and Card reader charge through Stripe, straight into the salon's own account.

You don't have to settle it all at once. Take what you're given; the sale keeps a Balance due and closes itself the moment that reaches zero.

After it's closed

The rail turns into the record of the sale: what was sold, what was paid, and a Send receipt button that texts or emails it. Nothing about a closed sale can be quietly edited — putting something right is a refund, and it leaves a trail.

The RewireBox sales list: every checkout with its number, status, date, client and total, above a summary of what was collected.
  1. 1
  1. 1Filter by status or date
Every sale, open or closed, with the day's money summarised across the top.

Common questions

Do I have to pick a client?

No. Leave it blank and it's a walk-in sale. You can still ring up anything and take any payment. The one thing a walk-in can't do is hold money afterwards — with no client record there's no account, so a later refund or void has to go back as cash rather than onto a balance. You don't have to decide at the start, though: while the sale is open, Add a client on the cart puts a name on it.

I started the sale under the wrong name — can I fix it?

Yes, while it's still open. Press Change client beside the name on the cart, pick the right person, and Save client. Remove puts it back to a walk-in. Two things stop it, and both say so: money already taken from an account balance (refund that payment first), and a package or membership already applied (take those lines off first — they spend the current client's sessions). A sale that came from an appointment takes its client from the appointment, so there's no Change client button on one.

Does changing the client keep the discounts?

A price you typed yourself stays — it's your decision about this bill. An offer comes off, because offers are earned by a particular client, and "first visit" or "once per client" would be wrong for the new name. Re-apply offers afterwards and you'll get the right answer for whoever it really is.

Can I take part of it now and the rest later?

Yes. Take whatever you're given and the sale keeps a Balance due. It stays open until the balance reaches zero, so the money owed is visible instead of living in someone's memory.

Can I split one bill across two payment methods?

Yes — take a gift card for part of it, then cash or card for the rest. Each payment is recorded separately, and the sale closes itself the moment the balance reaches zero.

Why can't I see the card options?

Card and card reader only appear once Stripe is connected in Settings → Payments. Until then the tiles simply aren't there, because offering a button that can't work is worse than not offering it.

Where did the tip go?

Onto the sale, and from there into payroll for whoever did the work. If more than one person served the client, Suggest tip split proposes a division you can accept or adjust.

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