Skip to content
Get Support
  • There are no suggestions because the search field is empty.

Invoice Template Best Practices

Creating a professional invoice template not only enhances your clinic’s brand but also ensures clients can pay easily and trust your process. Below are our best practice tips when setting up invoice templates in Pabau.

NOTE:  Not sure how to create one? Start here: How to Set Up Invoice Templates

Use a Clean, Branded Layout

When uploading your logo, choose a medium-sized version and position it either in the top-left or center of the template. This keeps the layout tidy and consistent with the rest of your documents.

Your clinic’s address, contact information, and company number will automatically populate from your Business Details and Location Settings, so there's no need to hard-code these fields. Keeping them blank ensures consistency and easier updates in the future.

NOTE: For details on dynamic fields, please visit: How to Set Up a Default Invoice Template

Enable Stripe for Seamless Payments

Make it easy for clients to pay directly from the invoice. Simply enable Stripe in your Pabau Wallet settings, and you’ll see a “Pay with card” button appear on the invoice.

NOTE: Learn more: How to Include a Payment Link in Invoices

Add a QR Code Pay Link

QR codes are a great way to give clients another easy way to pay — especially for mobile users. Once Stripe is connected, you can enable a QR code pay link, which will automatically appear on each invoice.

NOTE: This feature works only with Stripe. Here's how to integrate Stripe with Pabau.

Show Bank Details for Transfers (Optional)

If your clinic accepts payments via bank transfer, you can display your banking information directly on the invoice. This is particularly useful for B2B clients or high-value services where transfers are preferred.

NOTE: Learn about this on the following article: How to Set Up Bank Details in Invoice Templates

Use Custom Fields (If Needed)

For clinics with specific billing needs (like insurance reference numbers, authorization codes, or notes), you can create custom fields to display on your invoice.

Full steps here: How to Add Custom Fields in Invoice Templates

Final Review

Before going live, we recommend:

  • Setting your template as the default so it applies automatically

  • Previewing the invoice with a test client to ensure all fields pull correctly

  • Including a short thank-you message or link to your website at the bottom for a professional touch

NOTE: Need a refresher on invoice basics? See: Invoices Overview

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.