In this article, we'll cover the steps to process payments using the Pabau Pay card terminal.
Step 1: Access the Point of Sale (POS)
Log into your Pabau account and open the Point of Sale by clicking on the "Create" button at the top of the screen and selecting "Sale".
Alternatively, use the hotkeys Shift + S to access the Point of Sale.
You can also choose to check out an appointment from the calendar by clicking on the appointment and then selecting "Checkout", or perform a sale from a client card by clicking on the blue plus icon in the bottom right corner of the client card, then selecting "Sale".
Step 2: Create the Invoice
Once in the Point of Sale, populate the client field in the top right corner of the screen with the name of the client. If raising the invoice from the calendar or the client card, this field will be prepopulated.
Select the client and proceed to choose the services and/or products to add to the invoice by using the appropriate icons on the left. If raising the invoice for an appointment through the calendar, prepopulated services and/or products can be modified as needed. After adding all items to the invoice, click on "Continue" in the bottom right corner.
Step 3: Choose Payment Method
In the payment options, select "Card Terminal" as the payment method.
Step 4: Process Payment
Processing payments at the Point of Sale will be restricted to the terminal's registered location.
Additionally, keep in mind that for the terminal to function properly, it must be connected to the same Wi-Fi network as the laptop used for processing payments.
If you have more than one terminal, select which one you want to process the transaction on by clicking on "Choose terminal".
Tap or insert the client card into the Pabau Pay card terminal. If using a chip-and-pin transaction, follow the prompts on the card terminal to complete the payment transaction. Once the payment is processed, you'll see the Checkout Completed screen containing the invoice and details regarding the payment.
By following these steps, you can process payments using the Pabau Pay card terminal, streamlining your transaction process and providing a seamless experience for both you and your clients.
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.