When a deposit or gift voucher payment appears in the Wallet without being linked to an invoice, it needs to be manually linked to ensure the funds are recorded correctly on the client's account. The steps below will walk you through how to create a Money on Account invoice and link the unlinked payment to it.
Step 1: Access the Point of Sale
Log in to your Pabau account. You can access the Point of Sale in one of two ways:
- Click the Create button at the top of the screen next to the search bar and select Sale — this is the quickest way to get started.
- Alternatively, navigate to the relevant client's card by using the search bar, click the blue '+' (Create) button in the bottom right corner of the screen, and select Sale.
Step 2: Select the Client
If you accessed the Point of Sale from the top navigation, search for and select the relevant client so the sale is linked to their account.
Step 3: Add Money on Account as the Item
In the Point of Sale, add Money on Account as the item. Enter the amount that matches the unlinked payment sitting in the Wallet.
Step 4: Choose Payment Method
When prompted to select a payment method, choose Self Pay as the payment type.
Step 5: Turn Off Communications
Before completing the sale, make sure to turn off communications so the client does not receive an unnecessary notification or confirmation email for this internal transaction.
Step 6: Complete the Sale and Copy the Invoice Number
Complete the sale. Once the invoice is generated, copy the invoice number — you will need this in the next step to link it to the unlinked payment in the Wallet.
Step 7: Navigate to the Wallet
Click to access your Wallet at the top right corner of your screen. Locate the unlinked deposit or gift voucher payment that needs to be linked.
Step 8: Link the Invoice
Within the unlinked payment record, find the Link Invoice field. Paste the invoice number you copied in Step 6 into this field and confirm.
This will link the unlinked payment to the Money on Account invoice, correctly applying the funds to the client's account.
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.