Pay later

Pay later lets clients book now and pay you outside NeetoCal, so you can collect the money in person or by any method you accept. No payment integration is required.

This option was earlier called Cash payment. It's the same option, renamed to describe when the client pays rather than how, so you're free to accept cash, cheque, a bank transfer, or anything else you arrange.

You only need to enable it from the settings of accept payment online.

Adding payment instructions for customers

You can tell clients how and when you'd like to be paid, such as "Cash or cheque" or "Bank transfer, details to follow". The message appears on the payment step when a client books the scheduling link or buys the package.

1. Open the payment settings of the scheduling link or package.

2. Open the Pay later card.

3. Edit the Payment instructions for customers field. It can be up to 500 characters.

4. Save your changes.

The field comes pre-filled so you can see what clients get. If you leave it at the default or clear it, clients see the standard message, "You can pay at the time of your meeting."

A new scheduling link or package picks up the payment instructions you used most recently, so you can state your terms once instead of repeating them everywhere.

Confirming the payment

1. Go to My bookings in the left sidebar.

2. Click on meeting time link for which you want to confirm payment.

3. Right side pane will appear. Click on Confirm payment button.

4. Add notes if needed (optional).

5. Click on Confirm.

Once confirmed, the payment status will be updated to "Paid" for that meeting. You can also view successful payments in the Payments section.