This article will guide you through the steps to add funds to a client's account.
If your clients wish to make upfront payments for future appointments and have the flexibility to use these funds against their treatment payments, Pabau provides a convenient way to add money to their client cards.
Step 1: Accessing Point of Sale
Begin by logging into your Pabau account. Click on the "Create" button at the top of the screen and select "Sale" to open the Point of Sale.
Step 2: Selecting the Client
In the Point of Sale, use the search bar in the top right corner to find the client. Click on the client's name once located.
Alternatively, if the client card is already open, simply click on the plus sign button located in the bottom right corner. Then, choose "Sale." This action will open the Point of Sale, with the client's name automatically pre-populated in the client field.
Step 3: Navigating to Account and Adding Funds
On the left side of the Point of Sale, click on the "Account" button. In the "Add funds" menu, enter the desired amount and provide a reason if necessary. Next, click on "Add funds".
Step 4: Managing Transaction Details
Click on "Continue" in the bottom right corner of the screen, then choose a payment method for the added funds.
The full amount will be prepopulated in the "Amount" field, but you can modify it if needed.
You can choose to reduce the amount allocated to the current payment method and choose a different payment method for the remainder.
Click on "Collect" or "Charge" based on the selected payment method.
Step 5: Confirming the Payment
To finalize the process, click on "Confirm Payment."
NOTE: To successfully add money to an account, the full payment must be made during this transaction. Saving the payment as partly paid is not possible in this context.
Once the money is added to the client's account, you'll see a green mark next to the "Financials" tab on their client card. The payment details will also appear in the "Payments" tab under Financials, and the invoice will have a "#ACC" prefix.
By following these steps, you can efficiently add funds to a client's account, offering them the flexibility to utilize the prepaid amount for future appointments.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.