In this article, we'll guide you through the process of processing partial payments via Stripe using the Point of Sale. 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.
NOTE: Pabau requires integration with Stripe for payment processing.
Reconnecting will ensure that all Pabau Pay terminal features function smoothly and will also unlock 12 additional payment processing options.
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, on the client card, the invoice will have an "Awaiting Payment" status, indicating that a partial payment has been made.
If you prefer not to use your real card for testing, you can use the test cards provided by Stripe by following the instructions here.
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.