--- title: How to Take Payment for a Plan and Book the Visits description: Take payment for a treatment plan at the clinic, collect balances, combine plans into one payment, book the visits, and put plans on hold or cancel them. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-take-payment-for-a-plan-and-book-the-visits#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Clients](https://support.pabau.com/en/pabau2/clients?hsLang=en) 3. [Plans](https://support.pabau.com/en/pabau2/clients?hsLang=en#plans) # How to Take Payment for a Plan and Book the Visits **NOTE:** Plans is switched on clinic by clinic. If you can't find **Plans** in your sidebar, message us via the in-app chat and we'll help. Once a client has agreed to a plan, you take payment, book the visits and track progress until it is complete. In this article, you will learn how to take payment for a plan at the clinic, combine plans into one payment, book the visits, and put a plan on hold or cancel it. **Step 1: Take Payment at the Clinic** On the **Plans** page, click **Open** on the plan, then click **Take payment**. If the client has a saved card, you can click **Bill card on file** instead. ![An open plan with Take payment and Bill card on file under the total](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/plans-2026/kb-plans-g5-01-open.png) *Take payment on an open plan* The till opens with the plan's items at the plan's prices. Choose the payment method and finish the sale as usual. As soon as the sale goes through, the plan is saved and marked **Paid**, and the invoice appears on the client's record. ![The till with the plan's service, product and package at the plan prices](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/plans-2026/kb-plans-g5-02-till.png) *The plan's items on the till* **NOTE:** There is no separate "mark as paid" button: Pabau marks the plan Paid when the sale or payment is recorded. You can also take payment while building a plan: choose **Complete** and then **Take payment**. The plan is only saved once the sale goes through. **IMPORTANT:** You need permission to create an invoice to take payment. An expired plan must have its expiry extended before you can take payment: click **Extend expiry** on the plan. **Step 2: Collect Payment on a Plan the Client Accepted** When a client accepts a plan online but doesn't pay in full, the plan shows **Total**, **Paid** and **Due**. Click **Take payment** to collect the balance on the plan's invoice. The **Event log** lists everything that happened to the plan, including the client accepting it and the invoice being raised. ![A plan the client accepted and signed, showing Total, Paid and Due, Take payment and the Event log](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/plans-2026/kb-plans-g5-03-accepted.png) *A plan accepted online* **Step 3: Combine Several Plans Into One Payment** To take one payment for several of a client's plans, tick the plans on the **Plans** page and click **Combine plans**. You can only combine unpaid plans from one client. ![The selection bar showing 2 plans selected with Combine plans and Clear](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/plans-2026/kb-plans-g5-04a-combine-bar.png) *Combine the selected plans* The combined view shows an **Overview** and each plan in turn. Click **Save combination**. The combination then appears as one row, sent and paid for as one: its menu has **Send**, **Take payment**, **Print all** and **Uncombine**. Click **Print all** to print every plan together. ![The combined plans view of a client's plans with Save combination and Print all](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/plans-2026/kb-plans-g5-04b-combine.png) *Combined plans* **NOTE:** A paid combination can't be uncombined. Uncombining doesn't change the plans themselves. **Step 4: Book the Visits** On a paid plan with visits still to book, click **Book appointments**. The calendar opens with the plan at the top: each visit is listed, such as **Visit 1 of 3**, with its suggested date. Pick a visit, then a time slot, and repeat for the rest. Click **Link visits** to book several visits in one slot, **Back to back** or **Side by side**. Clients can also book their visits from the portal when **Allow booking** is on. ![The calendar booking panel for a plan with Visit 1 of 3, Visit 2 of 3, Visit 3 of 3 and Link visits](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/plans-2026/kb-plans-g5-05-calendar.png) *Booking a plan's visits* **Step 5: Track Progress** As visits are booked and take place, the plan moves to **In Progress** and then **Completed** on its own. Hover over **In Progress** on the Plans page to see how many sessions are completed, upcoming and still to book. Plans whose visits fall behind appear in the **Needs attention** queue. See [How to Use the Plans Page](https://support.pabau.com/en/pabau2/how-to-use-the-plans-page?hsLang=en). ![The Plan progress pop-up with Completed, Upcoming and To book counts](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/plans-2026/kb-plans-g1-09-progress.png) *Plan progress* **TIP:** If you book one appointment, such as a surgery, that covers several treatments on a plan, set it up under **Booked by** so every treatment counts as booked. See [Plans Settings](https://support.pabau.com/en/pabau2/plans-settings?hsLang=en). **Step 6: Put a Plan on Hold** Open a paid or in-progress plan and click **Put on hold**, or choose it from the row menu. The window shows the sessions used, the sessions remaining and the remaining value. 1. Enter a **Reason for putting this plan on hold**. It is saved with the plan for your team only. 2. Optionally, tick **Transfer unused value to client account**. Only the paid value of unused services and package sessions can be transferred. 3. Click **Put plan on hold**. You can then email the client to let them know (**Send email**), or click **Not now**. The email doesn't include your reason. ![The Put plan on hold window with sessions used and remaining, a reason box and the transfer option](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/plans-2026/kb-plans-g5-06-hold.png) *Putting a plan on hold* **IMPORTANT:** A plan whose unused value was transferred to the client's account can't be resumed. Otherwise, open the plan and click **Resume plan** when the client is ready to continue. **Step 7: Cancel a Plan** Click **⋯** on the plan's row and choose **Cancel**. It is offered on plans that are paid, in progress or already have an invoice; a plan with no invoice can simply be deleted. - If nothing has been paid, the plan is cancelled and its invoice is voided. - If the client has paid, choose **Refund and cancel** to refund the payment (the plan is cancelled once the refund is done), or **Cancel and keep payment**. The invoice is not voided either way. - Click **Keep plan** to change your mind. ![The Cancel plan window with Keep plan, Cancel and keep payment, and Refund and cancel](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/plans-2026/kb-plans-g5-07-cancel.png) *Cancelling a paid plan* **What's next?** - [How to Use the Plans Page](https://support.pabau.com/en/pabau2/how-to-use-the-plans-page?hsLang=en): find plans and follow up with the Needs attention queue. - [How Clients View, Sign and Pay for a Treatment Plan](https://support.pabau.com/en/pabau2/how-clients-view-sign-and-pay-for-a-treatment-plan?hsLang=en): what the client sees when they accept and pay online. - [Plans Settings](https://support.pabau.com/en/pabau2/plans-settings?hsLang=en): plan types, Booked by and fee distribution. Questions? Reach us any time via the in-app chat. We're happy to help. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. 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