Pabau Knowledge Base

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Pabau Knowledge Base

Financials

Financials

Payment Processing

Payment Processing

How to Raise an Invoice for an Appointment

How to Perform a Sale

How to Split a Payment Between Different Methods

How to Process Partial Payments via Stripe

How to Process Payments with Manual Card Details Entry

How to Pay with Card on File

How to Pay For a Booking

How to Pay an Unpaid Invoice via Connect

How to Pay Deposit via Online Bookings

How Clients Can Book a Package via Online Bookings

How to Purchase a Gift Voucher via Online Bookings

How to Purchase Account Payment via Online Bookings

How to Use Different Payment Methods at the Point of Sale

How to Use Prepaid Payment Methods at the Point of Sale

How to Allocate Money from Account Towards an Invoice

How to Create Payment Types

How to Adjust and Manage POS Configuration

Benefits of Integrating your Pabau Account with Stripe

How to Process Payments Using the Self-Pay Method

How to Raise an Invoice for a Walk-in Client

How to Add a Consumable Product in the Point of Sale

How to Submit an Invoice to Healthcode

Healthcode

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Invoices

Invoices

How to Set Up Invoice Templates

How to Raise an Invoice for a Third Party

How to Refund Payments and Transfer Funds to Client Accounts

How to Generate a Payment Link and QR Code from an Invoice

How to Use QR Codes in Invoices

How to Include Payment Links in Invoices

How to Edit an Invoice

How to Void an Invoice

How to Increase the Price in the Point of Sale (POS)

How to Add a Note to an Existing Invoice

How to Issue an Invoice from an Issuing Company

How to Set Up Bank Details in Invoice Templates

How to Set Up a Default Invoice Template

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Policies

How to Set Up a Default Deposit Policy

How to Set Up Service-Specific Deposits

How to Disable the Default Deposit Policy

Payment Policy

How to Enable Payment Policy

How to Request Payment on Booking

How to Send Payment Links from the Calendar

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Quotes

Quotes

How to Create and Manage Quotes

How to Create Quote Fee Distribution

How to Generate a Quote

How to Clone a Quote

How to Enable Online Payments for Quotes

How to Convert a Quote into an Invoice

How to Create and Manage Quote Statuses

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Disputes

How to View and Manage Disputes

Handling Disputes

How to Prevent Disputes

What to Do When a Customer Withdraws the Dispute

When Should I Accept a Dispute?

Dispute Response Best Practices

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Remittance

How to Use Payment Remittance

Taxes

Taxes

How to Create and Manage Taxes

How Tax is Calculated in Pabau

How to Edit a Tax Rate in the Point of Sale

How to Create Tax Groups

How to Edit Tax Groups

How to Delete Tax Groups

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Discounts

How to Manage Discounts

How to Apply a Predefined Discount in the Point of Sale

How to Apply a Custom Discount in the Point of Sale

How to Create and Manage Promo Codes for Online Bookings