When processing client payments in Pabau, you have the flexibility to split the amount across multiple payment methods. Follow these steps to efficiently handle partial payments.
Step 1: Accessing Point of Sale
To initiate the process, log into your Pabau account, click on the "Create" button at the top of the screen, and then select "Sale."
Alternatively, if the client card is already open, click on the plus sign button in the bottom right corner, and choose "Sale" to open the Point of Sale with the client's name pre-populated.
Step 2: Selecting the Client
Once in the Point of Sale, use the search bar in the top right corner to find the client (skip this step if you opened the Point of Sale through the client's client card).
Step 3: Choosing Services and Products
After selecting the client, choose the services and/or products to add to the invoice. 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 4: Processing the First Payment
Click on one of the payment methods and enter the amount to be paid with that method. For example, if processing a $600 invoice, you might enter $300 via card and the remaining $300 via cash.
Click on "Charge" or "Collect" based on the selected payment method. The amount paid with the first payment method and the remaining due amount will be visible in the bottom right corner.
Step 5: Choosing a Second Payment Method
At this point, you can either save the invoice as partly paid or choose a second payment method for the remaining amount. The process for the second payment method is the same as the first.
Once the full amount is covered, click on "Confirm Payment" in the bottom right corner to complete the transaction and generate the invoice.
Step 6: Managing Partly Paid Invoices
If you choose to save the invoice as partly paid, the outstanding amount will be visible in the client's client card. You can later edit the payment to process the outstanding amount.
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.
By following these steps, you can efficiently handle partial payments, providing flexibility in managing client transactions.
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.