This article explains why some appointments remain yellow (checked-in) or gray (as a no show) even after payment was processed for that appointment.
If you remove a service from the appointment in the Purchase screen using the 'x' button after clicking Pay on an appointment, the link for the appointment breaks. This means the appointment is processed as a separate transaction, leaving an incomplete appointment on your calendar.
Here are some tips to avoid this from happening:
Open the appointment to edit it.
Open the service you wish to change > Click the service name > Select a service category > Select the new service.
Once you've made the necessary changes, click Pay to proceed to payment.
You can adjust the service in an appointment from the Purchase screen directly.
Open the appointment and click Pay.
Next, click on the name of the service you wish to change.
Choose a service category > Choose the new service > Click Pay to proceed to payment.
It's important not to click the 'x' on this screen to remove an item. Otherwise, the link between the appointment and this transaction will break.
Appointment Already Paid and Link Broken?
If you've already processed the payment and the appointment is currently stuck in a yellow or gray color, go to Manager > Sales.
Select the transaction that was paid > Click the Void button and enter a reason for voiding the sale.
Note: Click the Undo button if it appears instead of Void.
After you've voided the sale, return to your Appointments screen and process the payment again.
Using a PhorestPay Card Terminal?
If you are voiding a sale that was originally processed using a PhorestPay Card Terminal, and you are voiding on the same day as the original transaction, the money from the sale should refund instantly after voiding. You can then continue to process the appointment again. However, if you void the following day (or later), then the money from the voided sale may take 5-10 business days to reach the client's bank (depending on the bank).