Step 1: Access Client Card
Start by logging into your Pabau account using your login credentials. Next, use the search bar at the top of the screen to type in your client’s name. Then, click on their name from the search results to open their client card.
Step 2: Switch to the Financials Tab
Go to the Financials tab in the Client Card to see all invoices linked to that client.
Step 3: Navigate to the Three Dots
Click the three dots on the far right of the invoice you want to partially refund. This will reveal a few actions, including the "Refund" option.
Step 4: Partially Refund Invoice
Once you click the Refund option, a window appears where you can choose the refund amount. Under Choose the refund amount, either select a percentage from the preset options or select Custom to enter your own refund amount.
Then, select the refund method you’d like to use — either Cash, Card, Money on Account, or all other available payment methods you have in Pabau.
A confirmation prompt will appear asking if you're sure you want to proceed. Make sure to also add a reason for the refund. To finalize, click the Refund Now button.
The invoice will now show a "Refund" banner.
By following these steps, you can partially refund an invoice in Pabau.
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.