This article explains how to manually process payments by entering the client's card information in Pabau.
Step 1: Access the Point of Sale
Start by logging into your Pabau account using your login credentials. You can access the point of sale in Pabau in three ways: by raising the invoice from the Create button, the Calendar, or the Client Card.
Step 2: Enter Details
After selecting the client and service when raising the invoice, click on the Continue button at the bottom right corner to proceed to the payment page.
To manually enter a client's card details for payment processing in Pabau, choose the Card (Phone) payment method.
NOTE: Pabau requires integration with Stripe for payment processing.
When selecting Card (Phone) a pop-up window will appear, allowing you to enter the client's card details. You can edit the amount if the client wants to only pay the deposit for example. In that case, the invoice will be saved as partly paid.
With the client's permission, you can save their card details for future use within the system.
Another way for clients to save their card information themselves in Pabau is when they pay online. They have the option to save the card information for future transactions in the online booking portal.
Step 3: Confirm Payment
After charging the client, proceed to click on the "Confirm Payment" button at the bottom right corner to finalize the process.
This action will direct you to the checkout page, where you can choose to email the invoice to the client, send it as an SMS, or print it. Additionally, you can review the invoice on the client card. A short cut to the client card from the checkout page is by clicking on the client's name.
To view the invoice, navigate to the Financials tab in the client card and you can find it under "Invoices."
Following these steps will allow you to manually process the payment using the client's details.
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.