How to Enable Payment Policy

In this article, we'll guide you through enabling the Payment Policy feature in Pabau.

The Payment Policy feature lets you set rules for when clients need to pay for services. This includes deciding when the entire amount owed by a client should be paid, setting the initial balance due,  and determining the time frame for full payment: either before an appointment takes place, or after an invoice is raised.

We'll also show you how to request payment from clients when scheduling an appointment in the calendar.

Step 1: Access Payment Policy Settings

First, log into your Pabau account. From the left sidebar menu, select Setup, then click on Policies under the "Financials" section. On the Policies page, choose "Payment Policy" to begin configuring your settings.

Step 2: Configure Your Payment Policy

In the Payment Policy modal, start by selecting the services to which this policy will apply. You can expand the service groups and categories to tick or untick specific services as needed.

Next, under the "Initial Balance Due" section, decide how much of the total service price the client needs to pay immediately. You can set this as a percentage of the total or choose the "Full Balance Due" option, which requires full payment upfront.

Step 3: Set the Remaining Balance Due

In the "Full Balance Due" section, specify when the client should pay the remaining balance. This section will be displayed only if you did not select "Full Balance Due" in the first step. You have two options:

• Select the invoice creation date, and decide how many days after the invoice is generated the client will be expected to pay the remainder.
• Alternatively, choose the next appointment date, and set the number of days before the appointment when the client will be expected to pay the remainder.

Step 4: Enable Express Booking

To automatically send clients a payment link when booking an appointment, enable Express Booking by switching on the "Enable Express Booking" toggle after configuring the initial and remaining balance due.

Once this is enabled, clients will receive an email with a secure payment link immediately after the appointment is booked.

Step 5: Review Policy Summary

After setting up your payment policy, you can review the policy summary in the top left corner of the page.

This summary displays the number of services the policy applies to, whether an email will be automatically sent to clients, the due date for the remaining balance, the status of Pabau Pay in your account, and the date of the last changes made to the policy.

Step 6: Request Payment When Booking an Appointment

With your payment policy in place, you can now request payment at the time of booking. Go to the Calendar and book an appointment as usual.

In the appointment booking menu, you'll see a "Request payment" checkbox—this option is visible only if you've enabled the "Enable Express Booking" setting.

 
Select this checkbox, finalize the appointment details, and click "Book appointment." The client will then receive an email with a link to the client portal, where they can complete the payment.

The amount requested from the client will be the percentage specified in the Payment Policy settings, applied to the service price if one service is booked, or to the total service prices if multiple services are booked.

For example, if the initial balance due is set to 10% and the total cost of the service being booked is $500, the amount requested upfront will be $50. This is calculated by applying the 10% to the $500 total, resulting in an upfront payment of $50.

Important Notes

• The Express Booking settings will override any existing deposit settings for the same service when manually booking an appointment through the calendar. However, your deposit settings will remain unchanged for online bookings.
• If a client is booking from a package, the "Request payment" checkbox will not appear because the package has already been paid for.
• The invoice is generated when the client clicks the payment link in the email.

The generated invoice will have the following properties:

• Created by: Name and last name of the client the appointment is booked for.
• Created date and time: When the client clicked the payment button from the email.
• Invoice date: The date when the client clicked the payment button.
• Location: Appointment location.
• Related appointment: The appointment(s) booked where the request payment checkbox was clicked.
• Issued to: Client’s name and last name.

By following this guide, you can set up and manage the Express Booking feature in Pabau.