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Billing & Offers

One click to checkout,
invoice, and loyalty.

Salon POS and billing software with one-click checkout, payment-mode tracking (Cash, UPI, Card), PDF invoices, and a unified offer engine - coupons, memberships, packages, loyalty, and instant desk discounts with live price preview.

Why it matters

  • Six offer types in one engine - industry norm is one
  • Live price preview at booking; locked offer at checkout
  • Payment-mode tracking for Cash / UPI / Card reconciliation

Overview

What SalonAssist delivers

Every completed visit needs a clear record of services, discounts, how the client paid, and what they paid. SalonAssist AI eliminates end-of-day calculator sessions: mark an appointment Complete, select Cash / UPI / Card when amount is due, and checkout runs automatically - offer redemption, loyalty earning, and numbered PDF invoice in one flow.

Most salon tools handle one discount type. SalonAssist handles six: coupon, membership wallet, membership percentage discount, package session consumption, loyalty offer, and instant desk discount - with live preview at booking and locked application at checkout. Payment mode is stored on the appointment and invoice for cash-drawer reconciliation. Void checkout fully reverses wallet, packages, loyalty, coupon usage, and payment mode if you need to correct a visit. Birthday and festive offers can also be promoted via optional WhatsApp Marketing templates when that add-on is enabled.

Challenges

Problems we solve

01

Manual discount math at closing

Staff tally coupons, membership balances, and loyalty points on paper - disputes and errors follow.

02

Only one promotion type supported

Separate tools for coupons vs loyalty vs packages mean staff guess which system applies.

03

Clients surprised at the chair

Without live preview at booking, final price does not match what the client expected.

04

No liability visibility

Unused wallet balance and unredeemed package sessions are invisible until someone asks.

Capabilities

Key features at a glance

Everything in this module - mapped to plan tiers so you know what ships on Starter, Growth, and Enterprise.

01

One-click checkout

Mark visit Complete - select payment mode, offers apply, points earn, invoice generates. No separate POS screen.

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02

Payment mode tracking

Record Cash, UPI, or Card at completion; Not applicable when amount due is zero.

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03

PDF invoices & receipts

Numbered SAI-{salon}-{year}-{seq} receipts with payment mode - downloadable from Billing.

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04

Coupons & promo codes

Percentage or fixed discount at desk, website, and voice.

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05

Memberships (wallet & % off)

MEM- codes; wallet debit or percentage discount at eligible services/days.

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06

Service packages

PKG- codes; bundled sessions consumed automatically per matching service.

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07

Loyalty program

Earn points on completed visits; redeem loyalty offers at desk booking.

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08Next step

See it working for your salon

Book a short demo - or compare Starter, Growth, and Enterprise plans.

Deep dive

Feature breakdown for salon owners

Every capability below is live in the product today - mapped to what you actually use at the chair, desk, and phone.

01
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Unified offer engine - six types

One primary offer per visit with live preview at booking and automatic application at checkout.

What you get

  • Coupon: percentage or fixed; usage limit and expiry; reverted on cancel
  • Membership wallet: prepaid balance debited on eligible services and days
  • Membership discount: ongoing percentage off eligible services
  • Package: session credits consumed per matching booked service
  • Loyalty offer: points redeemed for discount at desk only
  • Instant discount: ad-hoc percentage (max 100%) or fixed at desk without a pre-created code
02
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Checkout and invoicing flow

No separate checkout screen - completion is the trigger, with payment mode captured first.

What you get

  • Owner clicks Mark as Completed on the appointment
  • If amount due is greater than zero: select Cash, UPI, or Card; if zero, payment mode is Not applicable
  • System applies offer locked at booking (or none), earns loyalty points if enabled
  • Invoice PDF with line items, discounts, payment mode, points earned/redeemed
  • Billing page: search by invoice number, customer name, or phone - payment mode column and tags
  • Void checkout reverses all redemptions, clears payment mode, and reopens visit for editing
03
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Memberships - wallet and discount types

Turn occasional visitors into committed clients with prepaid value or ongoing discounts.

What you get

  • Templates: wallet (prepaid credit) or percentage discount; sale price, validity, eligible days/services
  • Assign to customer from profile → unique MEM- redemption code
  • Optional WhatsApp purchase receipt from the active membership card (manual; messaging must be active)
  • Verified at booking; wallet debited or discount applied at visit completion
  • Wallet can sell above face value (e.g. pay ₹2,000, receive ₹2,500 credit)
  • Manual wallet adjustment with reason; liability tracked in analytics
04
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Packages and loyalty

Bundles lock in future visits; points reward repeat business without a paid membership.

What you get

  • Package templates: bundled price vs retail value; PKG- codes; sessions per service
  • Optional WhatsApp purchase receipt from the active package card (includes services; manual send)
  • Remaining sessions visible in customer profile; expired when used or past validity
  • Loyalty: earn ratio per currency spent; redeemable offers cost points
  • Full audit trail of every point movement - earned, redeemed, manual adjustment
  • Payment note: system records amounts and Cash/UPI/Card payment mode on invoices; no payment gateway - collection stays in-salon

How it works

Step by step

01

Book with offer preview

Choose offer type at pricing step; discount updates in real time.

02

Service delivered

Visit shows on calendar and lobby TV while in progress.

03

Mark complete

Select payment mode (Cash / UPI / Card) when amount is due, then checkout runs.

04

Invoice & points

PDF receipt with payment mode; loyalty points earned on final amount.

05

Thank-you & records

Optional WhatsApp thank-you; invoice on Billing page for download.

Why SalonAssist

What sets us apart

  • ✓Six offer types in one engine - industry norm is one
  • ✓Live price preview at booking; locked offer at checkout
  • ✓Payment-mode tracking for Cash / UPI / Card reconciliation
  • ✓One-click completion replaces separate POS training
  • ✓Void checkout fully reverses financial side-effects
  • ✓Wallet and package liability visible in analytics for planning

Learn more

Salon Membership Software: Boost Loyalty and Recurring Revenue

Discover how salon membership software helps boost client loyalty and recurring revenue with seamless membership management for salons.

Read guide

Frequently asked questions - billing & offers

Book a free demo today

See how SalonAssist AI automates bookings, clients, and operations. Walk through the product with our team.