How to Process Payments Using the Self-Pay Method

In this article, we'll cover how you can process payments in the Point of Sale (POS) using self-pay as the payment method.

Log into your Pabau account, then click on the "Create" button at the top of the screen, and select "Sale" from the dropdown menu to open the Point of Sale.

Alternatively, if the client’s profile is already open, you can click on the plus sign in the bottom right corner and choose "Sale" to open the Point of Sale with the client's name pre-populated.

Step 2: Select the Client

Once in the Point of Sale, use the search bar in the top right corner to find the client you’re processing the payment for. If you opened the Point of Sale directly from the client card, you can skip this step as the client’s information will already be pre-populated.

Step 3: Add Services and Products to the Invoice

After selecting the client, choose the services and/or products and packages that should be added to the invoice. If you are creating the invoice for an appointment through the calendar, any prepopulated services or products can be modified as needed.

Once you’ve added all the items to the invoice, click "Continue" in the bottom right corner to proceed.

Step 4: Choose the Self-Pay Method

From the available payment methods, click on "Self-pay." This action will automatically mark the invoice as unpaid and redirect you to the checkout completed screen, where a pop-up labeled "Email Paylink" will appear.

In the pop-up, you will see the client's email address. To send the payment link to the client, simply click "Send Invoice."

If you would like to configure the email template that clients receive, you can click on the "Configure template" option, which will take you to the client notification settings.

Step 5: Client Payment Process

The client will receive an email with a link that redirects them to the client portal.

Once there, they can click "View Invoice" to access the details of their invoice. The client can then select "Pay with Card," choose to pay the full amount or a custom amount, and enter their payment details.

After successfully completing the payment, the client will see a confirmation on the screen.

Step 6: Viewing Payment Status

Once the invoice has been paid, you can view the payment status on the client card under the Financials tab.

Additionally, you can also check the paid invoice on the Invoices page, which is located under the "Money" section in the left sidebar menu.

You've now successfully processed a payment using the self-pay method. By following these steps, you can easily offer your clients flexibility while keeping your invoicing efficient and organized.