How to Process Partial Payments via Stripe

In this article, we'll guide you through the process of processing partial payments via Stripe using the Point of Sale in Pabau. This functionality enables you to offer split payments to your clients, providing flexibility in payment options.

Step 1: Accessing the Point of Sale

To begin, log into your Pabau account using your credentials. Once logged in, navigate to the top of the screen and click on the "Create" button. From the dropdown menu that appears, select "Sale" to access the Point of Sale feature.

Step 2: Selecting Clients and Adding Items to Cart

Within the Point of Sale interface, start by selecting the client for whom you are processing the partial payment. This can be done by locating and clicking on the client's name in the top right corner of the screen. Next, on the left-hand side of the screen, you'll find various categories to choose from, such as products, services, packages, account balance, or gift vouchers.

Depending on how you accessed the Point of Sale, the client and services may already be pre-populated. If you are raising an invoice for an appointment from the Calendar, the client and services will be prepopulated.

When accessing the Point of Sale from a specific client card, only the client field will be pre-populated. 

Proceed to add all desired items to the cart by selecting them from the available categories. Once all items are added, click on "Continue" in the bottom right corner of the screen to proceed.

Step 3: Adjusting Payment Amount and Completing Transaction

On the payment method step, you'll need to choose the "Card (Phone)" option to process the partial payment via Stripe.

Here, you have the option to modify the amount the client wishes to pay at the moment. Simply click inside the "Amount" field and update the price accordingly.

After adjusting the amount, proceed to enter the client's card details into the respective fields. If you wish to save the card for future use, toggle the "Save this card for future use" option. With all necessary details entered, click on the "Charge" button to process the payment. Then, to save the details of the partial payment, click on "Save Part Paid" located in the bottom right corner of the screen.

Step 4: Finalizing the Payment 

Upon successful processing of the payment, the status of the invoice will be "Part-Paid" on the Checkout Completed screen. Additionally, in the client card, the invoice will have an "Awaiting Payment" status, indicating that a partial payment has been made.