In Studio Manager, you can use Collect Partial Only to collect part of your session fee when a client books, then invoice them for the remaining balance later.

Note: Collecting a partial payment at booking is available on the Pro - Studio Manager plan and the Pro and Ultimate Suite plans.

On this page:

• Setting up a deposit or retainer
• Collecting the remaining balance

Setting up a deposit or retainer

To collect a partial payment when a client books:

1. Go to Bookings > Session Types.
2. Select the session type you want to edit.
3. Go to Payments and and enter a total session fee.
4. Toggle on Collect Partial Only.
5. Enter the partial amount you want your client to pay when booking.

Collecting the remaining balance

By default, Studio Manager automatically creates a draft invoice for the remaining balance. Review and send this invoice when you are ready to collect the rest of the session fee.

To prepare and send the invoice:

1. Go to Payments > Invoices and open the draft invoice.
2. Review its items, balance, due date, and accepted payment methods.
3. Click Send Invoice to review the email and send it to your client. You can also schedule the email or select Send via link to share the invoice another way.

Note: You can disable auto-creation by unchecking “Auto create invoice for remaining amount” in your session type’s payment settings.