SalesEdge.io Adds Payments Tab to Appointments for Faster Tracking and Instant Collections

We’re excited to introduce a new update that makes it even easier to manage your payments: there's now a dedicated Payments Tab inside every appointment window on SalesEdge.io.

This powerful feature gives you a complete view of all payment activity linked to each appointment—so you can spend less time chasing down payments and more time doing what you do best.

Here’s What’s New:

• Quickly see how much has been paid, the remaining balance, and the total amount for each appointment

• Get clear, attendee-specific payment summaries

• Review all payment transactions related to an appointment

• See which coupon codes were used and the discounts applied

• Collect any outstanding payments directly from within the appointment

How to Use It:

1. Click on any appointment in your calendar to open its details.

2. Select the Payments Tab.

3. You'll see all relevant payment information at a glance—totals, history, discounts, and more.

4. If there's still a balance due, just click Collect Payment to either charge a saved card or record a manual payment.

Note: This feature is currently available through SalesEdge.io Labs. To activate it, head to your account settings, go to Labs, and enable "Payments Tab in Appointments + Coupon Codes" for your workspace.

Why You'll Love It:

• A single place to track and manage payments—no need to leave the appointment screen

• Faster follow-ups with full payment history and discount visibility

• Collect balances with just a few clicks—right when you're already engaging with the client

A Few Things to Keep in Mind:

• This feature works with all appointment types—except appointments made through the older Service Menu (v1) and custom recurring appointments added manually

• If you've enabled payments for a calendar, a matching product will appear in your Products Tab—tagged automatically for easy tracking

For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.