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Record cash and external payments

On this pagePrerequisitesHow to do itHow location affects this taskTroubleshootingContinue in the Help Center

Existing guidance preserved. Product navigation and feature availability must be checked against the released app.

Available

Record a payment outcome without claiming Pinsot processed the funds.

Audience
Receptionists, managers, and owners
Reading time
5 minutes
Updated
July 20, 2026
Application
Salon
Role / permission
Receptionists, managers, and owners
Exact navigation path

Salon → Payments and tips

Before you begin

Prerequisites

  • An individual authorized Pinsot account for the correct salon and location.
  • The salon information, source record, or client instruction needed to complete the workflow accurately.
  • Permission from the salon to make the described change or record the described action.
Step by step

How to do it

  1. 1

    Complete the transaction using the salon's approved cash or external payment process.

  2. 2

    Wait for the external provider or responsible staff member to confirm the result.

  3. 3

    Choose the matching payment method in Pinsot.

  4. 4

    Enter the confirmed amount and reference permitted by salon policy.

  5. 5

    Reconcile the Pinsot record with the salon's source record at the end of the day.

Location scope

How location affects this task

The selected organization and salon location determine the records, settings, business date, and permissions used by this workflow. Confirm both before saving.

Expected result

The record cash and external payments workflow is recorded in the correct workspace and its visible result matches the salon's source information.

Notes
  • Pinsot can record operational information even when a separate provider moves the funds.
Warnings
  • Do not enter full card numbers, bank credentials, or unnecessary payment secrets.
If something goes wrong

Troubleshooting

  • If a control is missing, confirm the active salon, location, role, and feature status before retrying.
  • Refresh or sign in again once, then stop repeating the action if the result is still unknown.
  • Record the approximate time, safe error text, and affected workflow for support@pinsot.com; never include passwords, access codes, or full payment details.
Support escalation

If the steps do not resolve the issue, email support@pinsot.com from an address associated with your account. Include the salon and location names, approximate time, affected record, expected result, actual result, and safe error text. Remove passwords, verification codes, payment credentials, government identifiers, and unrelated client data.

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