How to Pay an Unpaid Invoice via Connect

This article covers how clients can pay an unpaid invoice from their client portal.

To enable clients to pay unpaid invoices from their client portal, you will first need to make sure to integrate Stripe into your Pabau account. Additionally, you need to include the Payments feature for your clients, this can be done when configuring the client portal.

Step 1: Navigate to the Client Portal

Access your client portal to get started with the process. You can either access it from your online booking portal directly by clicking on your avatar at the top right corner of the page or you can locate the portal link in your Pabau account in the Client Portal tab.

On the Client Portal customization page, go to the 'Promote' tab at the top right corner and select the 'Portal link' sub-tab to reveal the link. Copy the link and paste it into a new window.

Step 2: Navigate to Payments

Upon logging in to access the client portal, your clients can navigate to the avatar at the top right corner of the page, and a list of features will appear in the drop-down menu. Expand Payments and the Billing History tab will be revealed.

A list of invoices will appear when clicking on "Billing History." This feature offers an overview of their transaction history, helping to track and manage payments efficiently.

Step 3: Process Payment

When selecting an invoice from the ones listed, your client can choose to view the invoice details, this action will redirect them to a new window listing the details.

NOTE: Pabau requires integration with Stripe for payment processing.

By clicking "Pay with card," a pop-up will appear where they can enter their card details. They can choose to save their card details and continue to click on the "Pay With Card" button to finalize.

After the invoice has been successfully paid, clients will be able to view that on the same page.

You can view the payment on the client card under the Financials tab. Also, it can be located in the invoices tab when expanding "Money" in the left sidebar menu. You can also filter it on the reports under the analytics tab on the left sidebar menu.

By following these steps, your clients will be able to pay for their unpaid invoices via the connect portal.

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.