This article covers the new Client Card, available to selected clinics from August 2026. If your Client Card looks different, see How to Pay for an Unpaid Invoice From the Client Card (Classic) guide instead.
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 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, click on the "Financials" tab at the top of the client card. This section holds the client’s invoices, payments, and other financial records.
Step 3: Locate the Invoice
In the Financials tab, open the "Invoices" sub-tab, where all raised invoices are listed. Locate the unpaid invoice and click on its date/number to open it.
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 fully paid, you’ll see the Outstanding amount, Payments Allocated, and Invoice Total. Click + Add payment to proceed.
This will open the Point of Sale (POS) payment screen, showing the client’s details and the items on the invoice, with the amount to pay defaulting to the outstanding balance. Select the payment method the client wants to use — such as Card Terminal, Card (Manual entry), Cash, Account, Points, or Vouchers — depending on the payment types enabled for your account.
Step 6: Confirm Payment
After entering the payment details, review the information and click Charge to complete the transaction.
Once processed, you’ll see a summary showing the invoice as Fully paid (or part paid, if only a portion was charged), along with the payment method and amount applied. Click Confirm to finalise.
You’ll be returned to the invoice’s Payments tab, where the payment appears with its method, amount, and date, and the balances update automatically. The payment is recorded straight away — there’s nothing further to save.
Now the invoice will show as paid on the client card.
TIP: For a faster route, hover over an unpaid invoice in the Invoices list and click "Quick pay" — this opens the invoice straight on the payment screen.
By following these steps, you can easily pay unpaid invoices from the client card.
Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles.
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.