This article covers the new Client Card, available to selected clinics from August 2026. If your Client Card looks different, see How to Transfer an Invoice (Classic) guide instead.
This can be useful in cases where a payment was logged under the wrong client or a shared account needs to reflect the correct ownership of the invoice.
Step 1: Navigate to the Client Card
Log in to your Pabau account using your credentials. Use the search bar at the top of the screen to find and open the client profile containing the invoice you want to transfer.
Step 2: Access the Financials Tab
From the client card, click on Financials in the navigation at the top of the card. This section displays all the client’s invoices, payments, quotes, and more.
Step 3: Open the Invoice Editing Page
Locate the invoice you want to transfer and click on its invoice number to open the editing view.
This will take you to the full invoice details.
Step 4: Use the Transfer Invoice Option
In the invoice editing view, stay on the Details tab and scroll down to the Transfer invoice section at the bottom, then click the Transfer button.
Clicking this will open the "Transfer Invoice" window, showing a list of clients along with a search bar. If you don’t see the client you’re looking for, type at least three letters in the search bar to filter the list, then select the correct client and click Transfer.
Step 5: Confirm the Transfer
Once you’ve selected the new client and clicked Transfer, the section at the bottom of the invoice will show "Transfer to [client name]", with an Undo option if you change your mind. The transfer is only applied when you save.
To finalise the transfer, click Save Changes at the top right of the page.
Always double-check the destination client before saving. If the invoice contained packages, gift cards, or account balance entries, and payments were made from them, you will need to void those payments manually.
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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.