How to Link Payments With Invoices in the Wallet

This article explains how you can link payments with invoices in the Pabau Wallet feature.

Step 1: Access Wallet

Start by logging into your Pabau account using your login credentials. Then, navigate to the top right corner of the screen next to your avatar and click the wallet icon to view your wallet activities.

NOTE: To access the Wallet feature in Pabau, make sure it's enabled. Check this article for setup details.

Step 2: Locate Unlinked Invoice

In cases when an invoice is not linked to a payment, you have the option to manually link it. The option will appear on the payment stating "+Link Invoice."

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Step 3: Create an Unpaid Invoice

The "+Link Invoice" option appears when a payment is made online but doesn’t reflect on the client card, meaning no invoice is generated. In this case, you’ll need to create an unpaid invoice, to do so, refer to this article. Once the unpaid invoice is raised for the client, proceed to copy the invoice number.

Step 4: Link Invoice

To link the invoice, click "+Link Invoice," and an input field will appear where you can enter the invoice number. Start your search with "#," and make sure to enter the invoice number of the unpaid invoice you previously created. Once you select the corresponding invoice, click "Confirm" to finalize.

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The invoice has now been successfully linked to the payment.

By following these steps, you can manually link invoices to payments in the Wallet feature.

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.