Closing a Business Account
Steps for closing a business account and what gets deleted — stores, products, customers, staff, transaction history, POS integrations, and more. Also covers how Stripe subscriptions are handled and who this affects. This action cannot be undone.
Setting Up Deposits and Prepayment
How to take a deposit or full prepayment at the time of booking. Covers the four payment options, the Stripe connection you need first, what customers see, and what to check before you go live.
Setting Up Unlimited Plans
How to set up a flat monthly or yearly plan that lets subscribers book without using pass credits. Covers how it differs from session passes, joining and cancelling, and closing a plan to new members.
Handling Returns and Refunds
A guide to processing returns and refunds in OMS. Covers recording the return reason, setting the refund amount, coordinating stock returns with WMS, and how each action is logged in the timeline.
Refunds on Cancellation
How payments taken in advance are refunded when a booking is cancelled. Covers the difference between customer and store cancellations and what to do after the cancellation deadline.
Charging No-Show Fees
How to charge a cancellation fee to customers who do not show up. Covers the card-on-file setting, when the charge is made, and why a charge may not go through.
Creating and Running Session Passes
How to create session passes such as a 10-session pass, let customers buy them, and use up one credit per booking. Also covers setting an expiry and how credits are returned on cancellation.
B2B Order Flow
How a B2B EC order goes from checkout to shipping and billing: the buyer's checkout, what happens for card, bank transfer and closing-invoice payment, shipping and stock in OMS, ordering for a client, and cancellations.
What Is B2B EC
An overview of ReceiptRoller's B2B EC: client-specific prices and catalogs, closing-invoice payment and credit limits, shipping fees, stock reservation, ordering for clients, CSV, and what buyers can do, plus how to get started.