In this guide, we'll walk you through the process of adding a QR code paylink to your invoice template, allowing clients to conveniently pay for appointments.
Step 1: Accessing Invoice Templates
To begin, log into your Pabau account and navigate to the Setup section in the left sidebar menu. From there, select "Invoice Templates" under Financials.
Step 2: Editing the Invoice Template
Once you're in the Invoice Templates section, choose the specific template you want to add a QR code to. Click on the selected template to open the Edit invoice template interface.
NOTE: Pabau requires integration with Stripe for payment processing.
Reconnecting will ensure that all Pabau Pay terminal features function smoothly and will also unlock 12 additional payment processing options.
Step 3: Enabling QR Code Paylink
Within the Edit invoice template interface, locate the "Payment Info" tab on the left-hand side. Then, navigate to the "Payment" subtab. Here, you'll find the option labeled "Enable QR code paylink." Toggle this option to enable the feature.
You can preview the changes in the center of the screen before finalizing them.
Save your changes by clicking on the "Save" button in the top right corner of the screen.
Step 4: Issuing an Invoice
With the QR code paylink feature enabled, proceed to raise an invoice using the Point of Sale as usual. Make sure to save the invoice as unpaid or part-paid.
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.
Step 5: Sending the Invoice with a QR Code
After completing the checkout process, you'll be directed to the Checkout Completed page. Here, you'll find an option to send the invoice to the client. Click on the letter icon to initiate sending.
Step 6: Using the QR Code
The client will receive an email that will redirect them to the client portal, where they can view the invoice.
After clicking on "View Invoice Details," they will access the invoice, where they'll find a QR code conveniently located at the bottom.
By scanning this QR code, they will be directed to the payment link associated with the invoice, streamlining the payment process.
By following these distinct steps, you can integrate QR code paylinks into your invoices, providing both convenience for your clients and efficiency for your invoicing process.
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.