Financials
Invoices & payments
General
Payment Processing
- Stripe Integration
- How to Apply a Discount in the Point of Sale
- Payment Processing
- How to Access Stripe Capital in Pabau
- 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 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
- POS Payment Types - What Each Option Means
- How to Set Up a Payment Plan in Point of Sale
Invoices
- Invoices
- Understanding the Invoices Page
- 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 from Client Card
- 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
- How to Raise Invoices
- How to Add Custom Fields in Invoice Templates
- How to Send Over Invoice via Email from the POS
- How to Choose a Custom Invoice Template in POS
Policies
- How to Enable Tips in Pabau
- How to Enable Deposits Only for Online Bookings
- How to Set Up a Default Deposit Policy
- How to Enable and Use Rolling Deposits
- How to Configure Partial Payment Settings
- 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
- How to Set Up Cancellation/No-Show Policy
- How to Manage Cancellation/No-Show Policy in the Calendar
- How to Redeem Account Balance when Clients Cancel or No-show
- How the Cancellation Policy Applies when Clients Cancel Online
- How to Redeem a Package Session when Clients Cancel or No-show
- Cancellation/No-Show Protection Policy
- How to Configure Your Cancellation Reasons to Include the Cancellation Policy
Quotes
- How to Apply Custom Discounts to Quotes
- Quotes
- Understanding the Quotes Page
- 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