How to Use Prepaid Payment Methods at the Point of Sale

This article provides guides on how to use prepaid payment methods at the point of sale. These include loyalty points, packages, vouchers, and money on account.

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How to Use Loyalty Points for an Appointment

Leveraging loyalty points as a payment method offers flexibility and rewards for clients while simplifying the checkout process. 

Step 1: Accessing the Point of Sale

To begin, log into your Pabau account and navigate to the Point of Sale. You can access the Point of Sale using one of the following methods:

• Use the Create button at the top of the screen and select "Sale."
• Navigate to "Calendar" in the left sidebar menu and click on the appointment you wish to check out, then select "Checkout."
• Open the client card of a client, then click on the blue plus icon in the bottom right corner of the screen and select Sale.

Step 2: Processing the Transaction

Within the Point of Sale interface, proceed with the transaction as usual.

If you used the Create button to access the Point of Sale, first add a client in the top right corner. Then, add the products and services that should be included in the invoice.

If you are raising the invoice from within the calendar, the client and service will be pre-selected. If necessary, you can add additional products and services. Once the items on the invoice are correct, click on Continue in the bottom right corner.

Step 3: Paying with Loyalty Points

To pay for the appointment with loyalty points, select "Points" from the available payment methods.

Choose the amount the client wishes to pay using loyalty points and click on "Pay." If they wish, they can pay for only part of the appointment using loyalty points, and they can pay for the rest using another payment method.

If the client wishes to split the payment, click on "Pay," then choose the other payment method for the remainder of the total price. Click on "Confirm Payment" in the bottom right corner to complete the checkout.

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How to Use Money on Account When Raising an Invoice

Step 1: Access the Point of Sale

Start by logging into your Pabau account using your login credentials. You can access the point of sale in Pabau in three ways: by raising the invoice from the Create button, the Calendar, or the Client Card.

Step 2: Enter Details 

After selecting the client and service/product when raising the invoice, click on the Continue button at the bottom right corner to proceed to the payment page. 

Step 3: Process Payment

After selecting the service or product, click "Continue" to proceed to the payment page. Here, you'll find a list of all available payment methods, including "Account."

Upon clicking "Account," you will be prompted to enter the amount you want to pay. After adding the amount select "Pay."

The payment details and amount you've added will be visible in the bottom right corner of the screen. If everything looks correct, click "Confirm Payment" to finalize the transaction.

This action will direct you to the checkout page, where you can choose to email the invoice to the client, send it as an SMS, or print it. Additionally, you can review the invoice on the client card. A short cut to the client card from the checkout page is by clicking on the client's name.   

The invoice has been successfully paid, and it will appear on the client card under the Financials tab.

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How to Use a Gift Voucher to Pay for an Appointment

Step 1: Navigate to Calendar

Log in to your Pabau account and click on "Calendar" in the left sidebar menu.

Step 2: Access Appointment Checkout

Log in to your Pabau account and click on "Calendar" in the left sidebar menu.

Click on the specific appointment you want to check out, then select "Checkout."

Step 3: Navigate through Point of Sale

In the Point of Sale, click on "Continue" in the bottom right corner. Select "Vouchers" from the pre-paid payment methods.

Step 4: Redeem Voucher

Choose the voucher you wish to redeem for the appointment, specify the amount to redeem, and click on "Pay". Confirm the payment by clicking on "Confirm Payment."

The appointment has been successfully checked out using the selected voucher. Streamline your payment processes by effortlessly utilizing gift vouchers in Pabau.

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How to Use a Package to Pay for an Appointment

Step 1: Navigate to Calendar

Log in to your Pabau account, and in the left sidebar menu, click on Calendar.

Step 2: Access Appointment Checkout

Click on the specific appointment you wish to check out, then select "Checkout."

Step 3: Navigate through Point of Sale

In the Point of Sale, click on "Continue" in the bottom right corner to proceed.

Select "Packages" from the pre-paid payment methods.

Step 4: Apply Package Session

By selecting the appropriate package, the package session will be applied against the invoice. Click on "Confirm Payment" to proceed with the checkout process.

The appointment has been successfully checked out using a package session. For your reference, detailed information is available in the context menu of the appointment.

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