ServEaseDocumentation

Payment terms

Create prepaid, postpaid, and subscription payment terms in Settings → Payment Settings.

Payment terms define when money is collected relative to a booking. You create reusable terms under Settings → Payment Settings → Payment terms, then attach them to services in the wizard Offer step.

For how terms behave at checkout, see Pricing and payment terms.

Term types

TypeMeaning
Prepaid (full)Customer pays in full when booking (or before service), usually through a connected gateway
Postpaid (full)Customer books now; charge or payment link after service completes
SubscriptionRecurring billing; bookings attach to an active subscription where configured

A service can offer more than one term. The customer or staff chooses the term when creating the booking.

Create a payment term

  1. Open Settings → Payment Settings.
  2. In Payment terms, click Add payment term.
  3. Choose the type and optional service scope (one service or all services).
  4. Complete type-specific settings (for example subscription billing frequency).
  5. Save.

Service scope

  • All services — term is available wherever you enable it in Offer.
  • Specific service — term only applies to that service’s payment configuration.

Linking to services

Payment terms do not charge customers by themselves. In Services → Offer → Payments and refunds:

  1. Add the payment terms this service should offer.
  2. Enable which payment providers may be used for online collection.

Online prepaid flows require a working payment gateway.

Edit and archive

Use Edit on a row to change configuration. Remove terms that are no longer offered; services already using a term may need updating in Offer.

Troubleshooting

SymptomCheck
Term not visible at bookingAttached in service Offer? Term scope includes this service?
Subscription bookings failActive subscription for customer? Term frequency configured?
Prepaid never chargesProvider enabled on service? Default gateway set?

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