How to edit a payment

This article covers how to edit your invoices in Pabau.

To edit an invoice, you'll need to access it from the associated client's card.

if you aren't familiar with the client card, read our overview of clients article. 

  1. Use the search bar on top of the screen to open the desired client card.
  2. Open the Financials tab.
  3. Click on the invoice number of the payment you wish to edit.
  4. In the Details tab, you can adjust the invoice number, relate it to an appointment, change the invoice date or location, whom it was issued to, as well as edit the invoice note.

    Whereas, in the Payments tab, you can preview the related payments, and remove or add payments.

    Click on the X icon on the far right of each payment to remove it, and confirm by clicking on Yes, Void in the prompt.

    Once an invoice has an outstanding amount, you'll be able to use the buttons below the payments to select from which payment method you'd like to add a payment.

    Make the desired changes.
  5. In the upper right corner, click on Save Changes to confirm.