NOTE: This guide covers the new Online Bookings and Client Portal, which are being rolled out to clinics in phases. If your screens look different, your account may still be on the classic version — message us via the in-app chat and we will help.
In this article, you will learn how clients pay an unpaid invoice by card from the Client Portal, and what you need to set up first.
Step 1: Get Ready to Take Card Payments
- Go to Setup → Client Portal and, on the Essentials tab, make sure the Payments card is switched on.
- Make sure Stripe is connected for your clinic in Setup → Payment processing.
The Payments card on the Essentials tab
NOTE: To be payable online, the invoice’s location must be connected to Stripe and the amount due must be at least the smallest amount a card can be charged. If either is missing, the client sees the invoice but no Pay invoice button.
Step 2: How Clients Pay
- Clients click Payments in the portal menu. Their dashboard also flags an outstanding balance, with View invoices.
- Under Invoices due, they click the invoice they want to pay.
- They click Pay invoice, enter their card details and confirm the payment.
The client’s Payments page
Pay invoice on the invoice page
Card details go straight to Stripe and are never stored in Pabau. The payment is recorded against the invoice. Clients can also click Print to print the invoice, and Export CSV on the Payments page downloads their transaction history.
TIP: Clients with credit on their account see it under On account on the Payments page.
What's next?
To take deposits and payments at booking, see Part 4: Take Payments and Deposits Online.
Questions? Reach us any time via the in-app chat — we’re happy to help.
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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.