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How to Configure Partial Payment Settings

In this article, we explain how you can enable or disable the partial payment option and configure custom payment amounts for invoices and quotes in Pabau.

Step 1: Navigate to Policies

Start by logging into your Pabau account using your login credentials. Then, navigate to the Setup page located at the bottom corner of the left sidebar menu. Under the "Financials" section, click the "Policies" tab. 

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Step 2: Configure Payment Policy

Click "Payment Policy" from the available options. This will open the Payment Policy screen, where you can configure payment-related settings for your clinic.

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Step 3: Take Partial Payment

Scroll down to locate the Take Partial Payment toggle on the Payment Policy screen. By default, this toggle is enabled for all accounts.

You can enable or disable this option depending on whether you want clients to be able to make partial or custom payments.

All changes will automatically apply to invoices and quotes where Stripe payments are accepted.

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When the Take Partial Payment toggle is enabled, the Custom payment option will appear in the payment pop-up for Invoices and Quotes.

When the toggle is disabled:

  • If both Full Amount and Due are available, the pop-up will only show these two options.

  • If only Full Amount is available, the popup will be skipped, and the system will go straight to the payment step.

Clients can now pay a partial amount when creating a payment, depending on the options configured.

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.