In this article, we'll cover how to add payment links to invoices sent to clients.
Step 1: Navigate to Invoices
Start by logging into your Pabau account. Once you're in, click on Setup in the left sidebar menu, then click on Financials and choose Invoice Templates.
Step 2: Create Invoice Template
Once in the Invoice templates, you can preview previously created ones. To create a new invoice template, go to the top right corner and click on the "New Invoice Template" button. From here, you can name the template, choose its appearance, and customize it to your preference.
Step 3: Include Payment Links
To include the payment link in an invoice template, navigate to the "Payment Info" section and select "Payment." Under "Payment," you'll see three toggles. Ensure to enable the second one, "Enable client to pay invoice via Stripe." Click on "Save" to update the changes.
Enabling this toggle will display a "Pay with Card" button in the bottom right corner of the invoice.
Step 4: Send Invoice to Client
To send the invoice to the client, when proceeding to checkout, save the invoice as unpaid or partly paid, and then click on the email icon after checkout.
Your client will receive an email redirecting them to the client portal, where they can view the invoice. After clicking on "View Invoice," they will access the invoice, where they can choose the "Pay with Card" option.
NOTE: Pabau requires integration with Stripe for payment processing.
Reconnecting will ensure that all Pabau Pay terminal features function smoothly and will also unlock 12 additional payment processing options.
From this point, they can select the amount they wish to pay, and the payment will then be processed.
If you prefer not to use your real card for testing, you can use the test cards provided by Stripe by following the instructions here.
By following these steps, you can enable or disable the option to include payment links in the invoice, and you can always change it from the Invoice Templates menu.
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.