Sumarry
This article explains how to correct the price of an appointment that has already been marked as paid using cash, check, or PayPal. It covers how to temporarily unlock the financials, make the adjustment, and re-mark the appointment as paid.
Important
Marking an appointment as unpaid will not trigger a refund. This step only unlocks the financials so you can correct the amount.
If the appointment was paid by credit card, you cannot edit the financials directly on the appointment. Refer to the article on how to manage paid-by-card appointments instead.
If the appointment was paid by card, the Mark as Unpaid option will not be available.
Accessing The Appointment
From your ZenMaid Dashboard, open any schedule view (Calendar View, List View, Dispatch View, etc.)
Find the appointment you need to update and click on it.
In the panel that opens on the right side of the screen, find the Info section.
Review the financial information shown there
Unmarking the Payment
Click Billing actions on the Billing section of the appointment.
Mark the appointment as unpaid.
Update the price.
Click Mark as Paid again once the correction is done
Handling Missed Charges
If you already ran a card and forgot to charge for an additional service, create a second appointment for the difference
Set the price of the new appointment to the amount owed and charge it separately.
Side Note
For example, if the original appointment was $150 and you forgot to charge $25 for a refrigerator clean, create a new appointment at $25 for that service only.
Keywords
Price change
Price update
Paid appointment
Unpaid appointment
Edit appointment price
Cash payment
Check payment
PayPal payment
Appointment financials
Mark as unpaid

