Step 1: Navigate to the Client Card
Start by logging in to your Pabau account using your login credentials. Then navigate to the Search bar at the top of the page and proceed to type at least three letters of the client's name. Pabau will filter the results as you type.
Step 2: Switch to the Financials Tab
After selecting the client, in the client card you will find the "Financials" tab. This tab contains a record of all payments made by the client.
Step 3: Locate the Invoice
In the Financials tab, you can access the "Invoices" sub-tab, where all raised invoices are listed and click on its number to view all associated details.
Step 4: Switch to the Payments Tab
Once you’re viewing the invoice details, go to the Payments tab to manage and record payments.
Step 5: Select Payment Method
If the invoice hasn’t been paid yet, you’ll only see the outstanding balance. To process a payment, select the method the client wants to use — such as Card or Cash. A pop-up window will appear where you can enter the amount the client wishes to pay.
Step 6: Confirm Payment
After entering the payment details, review the information and click Charge to complete the transaction.
Step 7: Save Changes
To finalize the process, click the "Save Changes" button at the top right corner of the screen.
Now the invoice will show as paid on the client card.
By following these steps, you can easily pay unpaid invoices from the client card.
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.