This article explains how to process a payment when a client has saved their card details in Pabau.
Clients can save their card information by themselves in the Online Booking portal or authorize you to add their card details to their client cards. To review how you can add a client's card details to their client card, refer to this article.
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.
NOTE: Pabau requires integration with Stripe for payment processing.
If the client has a card saved on file, the "Card on File" payment method will appear on the payment page.
By clicking on the "Card on File" payment method, you will view a pop-up window where you can charge the client using the card they have on file.
Step 3: Confirm Payment
Click on the "Confirm Payment" button in 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 section in the client card and you can find it under the "Invoices" tab.
By following these steps, you can use a card saved on file to process a client's payment.
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.