How to Use Payment Remittance

This article describes how you can use the Payment Remittance feature in Pabau.

Step 1: Enable Insurance Billing 

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Setup page. Under the Business section, you'll find "Business Details."

Once you're on the Business Details page, switch to the Features tab and scroll down to locate "Insurance Billing." Activate the toggle on the far right of the feature name to enable it. 

Step 2: Navigate to Money

The "Remittance" option will now appear when expanding the Money section in the left sidebar menu.

Step 3: Create Remittance

Once you've created insurance companies in Pabau and linked clients with the companies, you can create a remittance by clicking on the "Create remittance" button at the top right corner of the payment remittance page.

Step 4: Select the Insurance Company

In this step, you will need to choose the specific insurance company associated with the payment remittance. This selection ensures that the payment is correctly attributed to the corresponding insurance provider.

Step 5: Enter Remittance Information

Enter all necessary remittance information, including details about the payment.

• Reference Number: Add any reference number to this field. This will pull all unpaid invoices raised for this insurance company. 
• Payment Date & Time: Define the payment date and time when the payment was processed.
• Choose the Payment Amount: Select the payment method and specify the amount that was paid by the insurance company.

Click "Next" at the top right corner of the page to proceed.

Step 6: Update Payment

Once you fill out the remittance information, on the next page, all the invoices raised for this company will be listed. Click all the invoices that you want to match and click "Match the payments" to update their status to paid.  

In the next step, you need to confirm which invoice has been paid by clicking the "Paid" button on the far right side of the invoice. After confirming the payments, click the "Save" button at the top right corner to finalize. 

You'll receive a prompt to confirm if you're sure you want to match the payments. Click "Yes, I am sure" to confirm.

Step 7: Review Invoice Status in the Client Card

Upon checking the remittance page, you will now see the status updated to "Paid."

The same change is reflected on the financials tab when navigating to the client card. 

By following these steps, you can process a remittance payment. 

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