How to Perform a Sale from the Pabau Go App

In this guide, we’ll walk you through the steps of raising an invoice for a client using the Pabau Go app on an iOS device.

Step 1: Log into Your Pabau Account

Launch the Pabau Go app on your iOS device and log in. Once you're in, tap on 'Sales' at the bottom of the screen.

Step 2: Select a Client

The first thing you need to do is select a client by typing their name in the search bar. Alternatively, you can process a payment for a walk-in client.

Step 3: Choose Items to Add to the Invoice

After selecting a client, you'll be taken to the item selection menu. Choose from 'Products', 'Services', 'Packages', or 'Gift Vouchers'. If the client wants to add money to their account, select 'Account'. 

For each item type, you'll first see its categories. After choosing a category, select the specific items or services to add to the cart. Tap on an item to add it, and you'll notice the Cart number increasing in the top right corner as items are added.

Step 4: Review and Edit Cart Items

Once you've finished adding items, click on 'Cart'. Here, you'll see the list of items in your cart. You can adjust the quantity, tax, discount, or the employee raising the invoice by selecting an item and editing the details.

Step 5: Finalize the Payment

When everything is set, tap 'Continue' to proceed to payment. Choose the payment method, or select from pre-paid options. You can also split the payment across multiple methods, or leave the invoice unpaid or part-paid if needed.

Step 6: Complete the Transaction

If the client is paying in full, tap 'Confirm payment' in the bottom right corner to finalize the sale. You will be directed to the 'Checkout completed' screen. 

If you’ve left the invoice part-paid or unpaid, it will still be created but marked accordingly as 'Part-paid' or 'Unpaid'.