---
title: Payment Processing
description: This article provides instructions on how to utilize all payment processing methods in Pabau.
---

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1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en)
2. [Financials](https://support.pabau.com/en/pabau2/financials?hsLang=en)
3. [Payment Processing](https://support.pabau.com/en/pabau2/financials?hsLang=en#payment-processing)

# Payment Processing

## This article provides instructions on how to utilize all payment processing methods in Pabau.

**Table of Contents:** 

[1. How to Create Payment Types](https://support.pabau.com/en/pabau2/payment-processing#How-to-create-payment-types)  
[2. How to Perform a Sale](https://support.pabau.com/en/pabau2/payment-processing#sale)  
           [2.1. How to Pay Manual Entry via Pabau](https://support.pabau.com/en/pabau2/payment-processing#manual)  
           [2.2  How to Pay with Card on File via POS](https://support.pabau.com/en/pabau2/payment-processing#card-on-file)  
           [2.3. How to Process a Payment Using the Pabau Pay Card Terminal](https://support.pabau.com/en/pabau2/payment-processing#terminal)  
           [2.4. How to Use Cash as a Payment Method](https://support.pabau.com/en/pabau2/payment-processing#cash)  
[3. How to Take Partial Payments](https://support.pabau.com/en/pabau2/payment-processing#partial-payment)   
           [3.1. How to Process Partial Payments via Stripe](https://support.pabau.com/en/pabau2/payment-processing#partial-stripe)  
[4. How to Pay For a Booking](https://support.pabau.com/en/pabau2/payment-processing#OB)  
            [4.1. How to Pay an Unpaid Invoice via the Client Portal](https://support.pabau.com/en/pabau2/payment-processing#UNPAID-INV)  
            [4.2. How to Pay Deposit via Online Bookings](https://support.pabau.com/en/pabau2/payment-processing#deposit)

 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](https://docs.stripe.com/testing).

---

### How to Create Payment Types

#### Step 1: Navigate to Setup

Start by [logging in to your Pabau account](http://app.pabau.com) using your login credentials. Then, navigate to the [Setup](https://app.pabau.com/setup) page. Locate "[Payment Types](https://app.pabau.com/setup/payment-types)" under the Financials section. 

#### ![image-png-May-20-2026-08-57-49-0964-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-20-2026-08-57-49-0964-AM.png?width=670&height=374&name=image-png-May-20-2026-08-57-49-0964-AM.png) Step 2: Create Payment Type

Once you're on the [Payment Types](https://app.pabau.com/setup/payment-types) page, click the **"+Create Payment Type"** button on the top right corner to get started. 

![image-png-May-20-2026-08-58-27-7688-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-20-2026-08-58-27-7688-AM.png?width=531&height=368&name=image-png-May-20-2026-08-58-27-7688-AM.png)

You will be prompted to complete the payment type details. Start by selecting whether the payment type is **Money**, **Non-Money**, or **Account Credit**.

Next, name the payment type and optionally add a description if desired.

![image-png-May-20-2026-09-00-16-2076-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-20-2026-09-00-16-2076-AM.png?width=549&height=393&name=image-png-May-20-2026-09-00-16-2076-AM.png)

Click the **"Create"** button to finalize the action. 

![image-png-May-20-2026-09-06-29-8282-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-20-2026-09-06-29-8282-AM.png?width=407&height=332&name=image-png-May-20-2026-09-06-29-8282-AM.png)

---

 

### How to Perform a Sale

#### Step 1: Navigate to the Point of Sale

Once you've [logged in to your Pabau account](https://app.pabau.com/), navigate to the top of the page and find the **"Create"** button next to the search bar. From there click on it and select Sale. Alternatively, press the hotkeys Shift + S to open the Point of Sale.

![image-png-May-20-2026-09-17-05-7123-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-20-2026-09-17-05-7123-AM.png?width=670&height=350&name=image-png-May-20-2026-09-17-05-7123-AM.png)

 

#### Step 2: Select a Client

Start by selecting the client on the right side of the screen. You can also create a new client or create a sale for a walk-in client.

#### ![Payment Processing 1](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%201.png?width=670&height=311&name=Payment%20Processing%201.png)

#### Step 3: Choose a Category

On the left-hand side of the screen, you'll find various categories to choose from based on what you want to sell:

- For retail sales, use "Products."
- Perform service-related sales with "Services."
- Sell courses and packages through "Packages."
- Allow clients to add funds to their client card for later use under "Account."
- Find gift vouchers under "Gifts."
- Add the consumables used during appointments under "Consumable."

Clicking on any category will display the items associated with it in the center of the screen. To add any of them to the cart, click on them, and they'll appear on the right side of the screen.

![Payment Processing 2](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%202.png?width=670&height=311&name=Payment%20Processing%202.png)

#### Step 4: Proceed with Payment

On the right side of the screen, we can preview everything added to the cart, and the total amount of the sale. Click on Continue to continue to the payment method step.

Choose the desired payment method. For cash and other manual methods, click **Collect**; for card payments, click **Charge**. 

![Payment Processing 3](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%203.png?width=298&height=180&name=Payment%20Processing%203.png)

 Click **Confirm Payment** to complete the transaction. 

![Payment Processing 4](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%204.png?width=607&height=284&name=Payment%20Processing%204.png)

**NOTE:** Payments can be partial, and [split between different methods](https://support.pabau.com/en/pabau2/how-to-take-partial-payments?hsLang=en). If so, input the correct amount, and repeat the process if necessary. You can choose multiple different methods for the same sale. All added payments will be recorded on the bottom right side of the screen.

---

### How to Pay Manual Entry via Pabau

#### Step 1: Access the Point of Sale

Start by [logging into your Pabau account](http://app.pabau.com) using your login credentials. You can access the point of sale in Pabau in three ways: by raising the invoice from [the Create button](https://support.pabau.com/en/pabau2/how-to-perform-a-sale?hsLang=en), [the Calendar](https://support.pabau.com/en/pabau2/how-to-raise-an-invoice-for-an-appointment?hsLang=en), or the **Client Card.**

![image-png-May-20-2026-09-17-05-7123-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-20-2026-09-17-05-7123-AM.png?width=670&height=350&name=image-png-May-20-2026-09-17-05-7123-AM.png)

#### Step 2: Enter Details

After selecting the client and service [when raising the invoice](https://support.pabau.com/en/pabau2/how-to-perform-a-sale?hsLang=en), click on the Continue button at the bottom right corner to proceed to the payment page. 

![Payment Processing 5](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%205.png?width=631&height=298&name=Payment%20Processing%205.png)

To manually enter a client's card details for payment processing in Pabau, choose the **Card (Manual entry)** payment method.

![Payment Processing 6](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%206.png?width=615&height=293&name=Payment%20Processing%206.png)

**NOTE:** Pabau requires [integration with Stripe](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en) for payment processing.

**If you’ve recently upgraded from Pabau Classic to Pabau 2, please reconnect your Stripe integration using the steps provided in [this article](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en). This update is necessary as Pabau 2 features a new connection method with Stripe.**

**Reconnecting will ensure that all Pabau Pay terminal features function smoothly and will also unlock [12 additional payment processing options](https://support.pabau.com/en/pabau2/financials?hsLang=en).**

When selecting **Card on File** a pop-up window will appear, allowing you to enter the client's card details. You can edit the amount if the client wants to only pay the deposit for example. In that case, the invoice will be saved as partly paid. 

![Add payment pop-up for Card (Manual entry) with card details and Save this card for future use](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-pos-manual.png)

With the client's permission, you can save their card details for future use within the system.

Another way for clients to save their card information themselves in Pabau is when they pay online. They have the option to save the card information for future transactions in the online booking portal. 

#### Step 3: Confirm Payment

After charging the client, proceed to click on the "Confirm Payment" button at the bottom right corner to finalize the process. 

![Payment Processing 7](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%207.png?width=396&height=398&name=Payment%20Processing%207.png)

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.   

![Payment Processing 8](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%208.png?width=609&height=320&name=Payment%20Processing%208.png)

To view the invoice, navigate to the Financials tab in the client card and you can find it under "Invoices." 

![Payment Processing 9](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%209.png?width=628&height=322&name=Payment%20Processing%209.png)

Following these steps will allow you to manually process the payment using the client's details.

---

### How to Pay with Card on File via POS

 

Clients can save their card information by themselves in the Online Booking portal or authorize you to add their card details to their client cards. To review how you can add a client's card details to their client card,[refer to this article](https://support.pabau.com/en/pabau2/how-to-add-card-details-to-a-client-card?hsLang=en). 

#### Step 1: Access the Point of Sale

Start by [logging into your Pabau account](http://app.pabau.com) using your login credentials. You can access the point of sale in Pabau in three ways: by raising the invoice from [the Create button](https://support.pabau.com/en/pabau2/how-to-perform-a-sale?hsLang=en), [the Calendar](https://support.pabau.com/en/pabau2/how-to-raise-an-invoice-for-an-appointment?hsLang=en), or the Client Card.

![image-png-May-20-2026-09-17-05-7123-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-20-2026-09-17-05-7123-AM.png?width=670&height=350&name=image-png-May-20-2026-09-17-05-7123-AM.png)

#### Step 2: Enter Details

After selecting the client and service [when raising the invoice](https://support.pabau.com/en/pabau2/how-to-perform-a-sale?hsLang=en), click on the Continue button at the bottom right corner to proceed to the payment page. 

![Payment Processing 10](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2010.png?width=644&height=305&name=Payment%20Processing%2010.png)

**NOTE:** Pabau requires [integration with Stripe](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en) for payment processing.

**If you’ve recently upgraded from Pabau Classic to Pabau 2, please reconnect your Stripe integration using the steps provided in [this article](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en). This update is necessary as Pabau 2 features a new connection method with Stripe.**

**Reconnecting will ensure that all Pabau Pay terminal features function smoothly and will also unlock [12 additional payment processing options](https://support.pabau.com/en/pabau2/financials?hsLang=en).**

If the client has a card saved on file, the "Card on File" payment method will appear on the payment page. 

By clicking on the "Card on File" payment method, you will view a pop-up window where you can charge the client using the card they have on file. 

#### Step 3: Confirm Payment

Click on the "Confirm Payment" button in the bottom right corner to finalize the process. 

![Payment Processing 11](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2011.png?width=320&height=514&name=Payment%20Processing%2011.png)

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.   

![Payment Processing 8](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%208.png?width=568&height=299&name=Payment%20Processing%208.png)

To view the invoice, navigate to the Financials section in the client card and you can find it under the "Invoices" tab.

![Payment Processing 9](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%209.png?width=628&height=322&name=Payment%20Processing%209.png)

By following these steps, you can use a card saved on file to process a client's payment.

---

### How to Process a Payment Using the Pabau Pay Card Terminal

#### **Step 1: Access the Point of Sale (POS)**

[Log into your Pabau account](https://app.pabau.com/) and open the Point of Sale by clicking on the "Create" button at the top of the screen and selecting **"Sale."**

Alternatively, use the hotkeys Shift + S to access the Point of Sale.

![image-png-May-20-2026-09-17-05-7123-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-20-2026-09-17-05-7123-AM.png?width=670&height=350&name=image-png-May-20-2026-09-17-05-7123-AM.png)

You can also choose to check out an appointment from the calendar by clicking on the appointment and then selecting **"Checkout"**, or perform a sale from a client card by clicking on the blue plus icon in the bottom right corner of the client card, then selecting **"Sale."**

![Payment Processing 12](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2012.png?width=633&height=412&name=Payment%20Processing%2012.png)

#### **Step 2: Create the Invoice**

Once in the Point of Sale, populate the client field in the top right corner of the screen with the name of the client. If raising the invoice from the calendar or the client card, this field will be prepopulated.

![Payment Processing 13](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2013.png?width=628&height=299&name=Payment%20Processing%2013.png)

Select the client and proceed to choose the services and/or products to add to the invoice by using the appropriate icons on the left. If raising the invoice for an appointment through the calendar, prepopulated services and/or products can be modified as needed. After adding all items to the invoice, click on "Continue" in the bottom right corner.

![Payment Processing 14](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2014.png?width=608&height=288&name=Payment%20Processing%2014.png)

#### **Step 3: Choose Payment Method**

In the payment options, select "[Card Terminal](https://app.pabau.com/setup/card-terminals?initialTab=2)" as the payment method.

![Payment Processing 15](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2015.png?width=609&height=286&name=Payment%20Processing%2015.png)

#### **Step 4: Process Payment**

Processing payments at the Point of Sale will be restricted to the terminal's registered location.

Additionally, keep in mind that for the terminal to function properly, it must be connected to the same Wi-Fi network as the laptop used for processing payments.

If you have more than one terminal, select which one you want to process the transaction on by clicking on "Choose terminal".

![Payment Processing\_24](https://support.pabau.com/hs-fs/hubfs/Financials/Payment%20Processing_24.webp?width=358&height=346&name=Payment%20Processing_24.webp)

Tap or insert the client card into the Pabau Pay card terminal. If using a chip-and-pin transaction, follow the prompts on the card terminal to complete the payment transaction. Once the payment is processed, you'll see the **All paid up.** screen containing the invoice and details regarding the payment.

![Payment Processing 16](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2016.png?width=599&height=294&name=Payment%20Processing%2016.png)

By following these steps, you can process payments using the Pabau Pay card terminal, streamlining your transaction process and providing a seamless experience for both you and your clients.

---

### How to Use Cash as a Payment Method

#### Step 1: Navigate to the Point of Sale

Once you've [logged in to your Pabau account](https://app.pabau.com/), navigate to the top of the page and find the "Create" button next to the search bar. From there click on it and select Sale. Alternatively, press the hotkeys Shift + S to open the Point of Sale.

![image-png-May-20-2026-09-17-05-7123-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-20-2026-09-17-05-7123-AM.png?width=670&height=350&name=image-png-May-20-2026-09-17-05-7123-AM.png)

 

#### Step 2: Select a Client

Start by selecting the client on the right corner of the screen. You can also create a new client or create a sale for a walk-in client.

 

![Payment Processing 13](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2013.png?width=605&height=288&name=Payment%20Processing%2013.png)

#### Step 3: Select a Category

On the left-hand side of the screen, you'll find various categories to choose from based on what you want to sell. Clicking on any category will display the items associated with it in the center of the screen. To add any of them to the cart, click on them, and they'll appear on the right side of the screen.

![Payment Processing 17](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2017.png?width=613&height=287&name=Payment%20Processing%2017.png)

#### Step 4: Process Payment

After selecting the service or product, click "Continue" to proceed to the payment page where you'll see a list of all available payment methods. Select "Cash" to continue.

![Payment Processing 18](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2018.png?width=636&height=315&name=Payment%20Processing%2018.png)

When selecting cash as the payment method, you'll need to enter the amount the client paid. Click "Collect" to confirm the payment.

![Payment Processing 19](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2019.png?width=336&height=283&name=Payment%20Processing%2019.png)

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.

![Payment Processing 20](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2020.png?width=597&height=282&name=Payment%20Processing%2020.png)

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.   

![Payment Processing 21](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2021.png?width=581&height=286&name=Payment%20Processing%2021.png)

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

---

### How to Take Partial Payments

#### **Step 1: Accessing Point of Sale**

To initiate the process, [log into your Pabau account](https://app.pabau.com/), click on the **"Create"** button at the top of the screen, and then select **"Sale."**

![image-png-May-20-2026-09-17-05-7123-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-20-2026-09-17-05-7123-AM.png?width=670&height=350&name=image-png-May-20-2026-09-17-05-7123-AM.png)

Alternatively, if the client card is already open, click on the plus sign button in the bottom right corner, and choose **"Sale"** to open the Point of Sale with the client's name pre-populated.

![Payment Processing 12](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2012.png?width=653&height=425&name=Payment%20Processing%2012.png)

#### **Step 2: Selecting the Client**

Once in the Point of Sale, use the search bar in the top right corner to find the client (skip this step if you opened the Point of Sale through the client's client card).

![Payment Processing 13](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2013.png?width=655&height=312&name=Payment%20Processing%2013.png)

#### **Step 3: Choosing Services and Products**

After selecting the client, choose the services and/or products to add to the invoice. If [raising the invoice for an appointment through the calendar](https://support.pabau.com/en/pabau2/en/pabau2/how-to-raise-an-invoice-for-an-appointment?hsLang=en), prepopulated services and/or products can be modified as needed.

![Payment Processing 22](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2022.png?width=635&height=299&name=Payment%20Processing%2022.png)

After adding all items to the invoice, click on "Continue" in the bottom right corner.

#### **Step 4: Processing the First Payment**

Click on one of the payment methods and enter the amount to be paid with that method. For example, if processing a $600 invoice, you might enter $300 via card and the remaining $300 via cash.![Payment Processing 23](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2023.png?width=416&height=249&name=Payment%20Processing%2023.png)

Click on "Charge" or "Collect" based on the selected payment method. The amount paid with the first payment method and the remaining due amount will be visible in the bottom right corner.

![Payment Processing 24](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2024.png?width=224&height=364&name=Payment%20Processing%2024.png)

#### **Step 5: Choosing a Second Payment Method**

At this point, you can either save the invoice as partly paid or choose a second payment method for the remaining amount. The process for the second payment method is the same as the first.

![Payment Processing 25](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2025.png?width=611&height=290&name=Payment%20Processing%2025.png)

Once the full amount is covered, click on "Confirm Payment" in the bottom right corner to complete the transaction and generate the invoice.

![Payment Processing 26](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2026.png?width=339&height=182&name=Payment%20Processing%2026.png)

#### **Step 6: Managing Partly Paid Invoices**

If you choose to save the invoice as partly paid, the outstanding amount will be visible in the client's client card. You can later [edit the payment](https://support.pabau.com/en/pabau2/en/pabau2/how-to-edit-a-payment?hsLang=en) to process the outstanding amount.

![Payment Processing 27](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2027.png?width=646&height=214&name=Payment%20Processing%2027.png)

By following these steps, you can efficiently handle partial payments, providing flexibility in managing client transactions.

---

### How to Process Partial Payments via Stripe

#### **Step 1: Accessing the Point of Sale**

To begin, [log into your Pabau account](https://app.pabau.com/) using your credentials. Once logged in, navigate to the top of the screen and click on the **"Create"** button. From the dropdown menu that appears, select **"Sale"** to access the Point of Sale feature.

![image-png-May-20-2026-09-17-05-7123-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-20-2026-09-17-05-7123-AM.png?width=670&height=350&name=image-png-May-20-2026-09-17-05-7123-AM.png)

**NOTE:** Pabau requires [integration with Stripe](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en) for payment processing.

**If you’ve recently upgraded from Pabau Classic to Pabau 2, please reconnect your Stripe integration using the steps provided in [this article](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en). This update is necessary as Pabau 2 features a new connection method with Stripe.**

**Reconnecting will ensure that all Pabau Pay terminal features function smoothly and will also unlock [12 additional payment processing options](https://support.pabau.com/en/pabau2/financials?hsLang=en).**

#### **Step 2: Selecting Clients and Adding Items to Cart**

Within the Point of Sale interface, start by selecting the client for whom you are processing the partial payment. This can be done by locating and clicking on the client's name in the top right corner of the screen. Next, on the left-hand side of the screen, you'll find various categories to choose from, such as products, services, packages, account balance, or gift vouchers.

![Payment Processing 28](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2028.png?width=645&height=306&name=Payment%20Processing%2028.png)

Depending on how you accessed the Point of Sale, the client and services may already be pre-populated. If you are [raising an invoice for an appointment from the Calendar](https://support.pabau.com/en/pabau2/how-to-raise-an-invoice-for-an-appointment?hsLang=en), the client and services will be prepopulated.

When accessing the Point of Sale from a specific client card, only the client field will be pre-populated. 

Proceed to add all desired items to the cart by selecting them from the available categories. Once all items are added, click on "Continue" in the bottom right corner of the screen to proceed.

![Payment Processing 29](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2029.png?width=604&height=287&name=Payment%20Processing%2029.png)

#### **Step 3: Adjusting Payment Amount and Completing Transaction**

On the payment method step, you'll need to choose the "Card (Manual entry)" option to process the partial payment via Stripe.

Here, you have the option to modify the amount the client wishes to pay at the moment. Simply click inside the "Amount" field and update the price accordingly.

After adjusting the amount, proceed to enter the client's card details into the respective fields. If you wish to save the card for future use, toggle the "Save this card for future use" option. With all necessary details entered, click on the "Charge" button to process the payment. Then, to save the details of the partial payment, click on "Save Part Paid" located in the bottom right corner of the screen.

#### **Step 4: Finalizing the Payment**

Upon successful processing of the payment, the status of the invoice will be "Part-Paid" on the **Invoice saved** screen. Additionally, in the client card, the invoice will have an "Awaiting Payment" status, indicating that a partial payment has been made.

![Payment Processing 30](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2030.png?width=560&height=260&name=Payment%20Processing%2030.png)

---

### How to Pay for a Booking

Clients pay for a booking at the Payment step of your booking page. To take payments online, make sure to [integrate Stripe](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en) into your Pabau account. What is taken at booking follows your [company deposit policy](https://support.pabau.com/en/pabau2/how-to-set-up-a-default-deposit-policy?hsLang=en) or a [service-specific deposit](https://support.pabau.com/en/pabau2/how-to-set-up-service-specific-deposits?hsLang=en). How payments, deposits and the payment options work on the new booking page is explained in [New Online Bookings Part 4: Take Payments and Deposits Online](https://support.pabau.com/en/pabau2/new-online-bookings-part-4-take-payments-and-deposits-online?hsLang=en).

#### Step 1: Open Your Booking Page

Open your booking page, for example from the **Book Now** button on your website. To find your booking page link, go to **More → Online Bookings** and open the **Share** tab.

![Online Bookings page in Pabau with the Share tab](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-ob-overview.png)

See [New Online Bookings Part 5](https://support.pabau.com/en/pabau2/new-online-bookings-part-5-share-your-booking-page-and-add-it-to-your-website?hsLang=en) for every way to share your booking page.

![Share tab with your booking page link and Copy link](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-ob-share.png)

#### Step 2: Book an Appointment

Clients choose what they want to book, for example **Book an appointment**. Clients then go through your booking steps, such as Location, Service, Provider and Date & time. Steps with nothing to choose from are skipped. You choose the steps and their order in Pabau Studio (see [New Online Bookings Part 3](https://support.pabau.com/en/pabau2/new-online-bookings-part-3-set-booking-steps-and-availability-rules?hsLang=en)). Each step is described for clients in [How to Book an Appointment Online (New Booking Page)](https://support.pabau.com/en/pabau2/how-to-book-an-appointment-online-new-booking-page?hsLang=en).

![Booking page with Book an appointment](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-f-home.png)

Clients click **+** next to each service they want, then click **Continue**.

![Select services step with a service added and Continue](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-f-services.png)

The next step will display all available locations for selection if your clinic has multiple sites. If you only have one location, this step will be skipped.

![Find your nearest location step](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-f-location.png)

Clients then choose the professional they would like to see, or **Any professional** to see the most availability. If you only have one staff member available online, this step is skipped.

Clients click a day, then a start time, and click **Continue**.

![Select date and time step](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-f-datetime.png)

#### Step 3: Sign In

If they are not signed in yet, clients sign in with their email address and the six-digit code Pabau emails them. There is no password to create.

![Sign up or log in to proceed with an email code](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-f-signin.png)

New clients then answer your **Sign-up fields**, which you choose in Pabau Studio on the Sign in step (see [New Online Bookings Part 2](https://support.pabau.com/en/pabau2/new-online-bookings-part-2-customise-and-publish-your-booking-page-in-pabau-studio?hsLang=en)). Clients who already have a client card go straight on. If a service needs a form, clients fill it in next.

![Complete your details sign-up fields for new clients](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-st-signup.png)

#### Step 4: Process Payment

On the Payment step, clients check what they are booking and what they pay today. Under **Notes for the business**, they can add any requests for the clinic.

**NOTE:** Pabau requires [integration with Stripe](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en) for payment processing.

**If you’ve recently upgraded from Pabau Classic to Pabau 2, please reconnect your Stripe integration using the steps provided in [this article](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en). This update is necessary as Pabau 2 features a new connection method with Stripe.**

**Reconnecting will ensure that all Pabau Pay terminal features function smoothly and will also unlock [12 additional payment processing options](https://support.pabau.com/en/pabau2/financials?hsLang=en).**

 

![Payment step with How much would you like to pay now?](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-st-pay-head.png)

The amount due today follows your deposit settings. If a package session or membership covers the treatment, it is applied automatically.

Clients choose how to pay, for example **Pay with card** or a card they have saved, from the payment options you have switched on in Pabau Studio. They can also add a tip if you have enabled this option on the [policies page.](https://app.pabau.com/setup/policy) Then they click **Confirm booking**.

![Payment options with a saved card, Add a tip and Notes for the business](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-st-pay-methods.png)

After the amount has been successfully paid, clients will be directed to the confirmation page. Here, they will receive a summary of their booking details, including the selected services, date and time, and any relevant notes.

![You're booked in confirmation page](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-r-booked-m.png)

You can view the payment on the client card under the Financials tab. Also, it can be located in the [invoices tab](https://app.pabau.com/money/invoices) when expanding "Money" in the left sidebar menu. You can also filter it on the reports under the [analytics tab](https://app.pabau.com/analytics) on the left sidebar menu. 

By following these steps, the clients will be able to pay for their appointments online.

---

### How to Pay an Unpaid Invoice via the Client Portal

 

To enable clients to pay unpaid invoices from their client portal, you will first need to make sure to [integrate Stripe](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en) into your Pabau account. Then switch on **Payments** in **Setup → Online presence → Client Portal** (see [How to Set Up the New Client Portal](https://support.pabau.com/en/pabau2/how-to-set-up-the-new-client-portal?hsLang=en)). The client’s side is described in [How to Use Your Client Portal (New Client Portal)](https://support.pabau.com/en/pabau2/how-to-use-your-client-portal-new-client-portal?hsLang=en).

#### Step 1: Navigate to the Client Portal

Clients open your client portal from the link you send them, or by clicking **Sign in** on your booking page. They sign in with their email address and the six-digit code Pabau emails them.

![Client portal sign-in page with a six-digit email code](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-portal-signin.png)

To copy your portal link, go to **Setup → Online presence → Client Portal** and open the **Share** tab.

![Client Portal Share tab with your portal link](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-cp-share.png)

#### Step 2: Navigate to Payments

Once signed in, clients click **Payments** in the menu. On a phone, they tap the menu button (☰) first.

![Client portal menu with Payments](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-cp-menu.png)

**Outstanding balance** shows what they owe, and the invoices due are listed below it. Invoices they have already paid are listed under **Receipts**.

![Client portal Payments page with Outstanding balance and Invoices due](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-cp-payments.png)

#### Step 3: Process Payment

Clients click an invoice to open it.

**NOTE:** Pabau requires [integration with Stripe](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en) for payment processing.

**If you’ve recently upgraded from Pabau Classic to Pabau 2, please reconnect your Stripe integration using the steps provided in [this article](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en). This update is necessary as Pabau 2 features a new connection method with Stripe.**

![Invoice page in the client portal with the Pay button](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-cp-invoice.png)

They click **Pay** and pay by card. The button shows the amount they are paying. Depending on their device, they can also pay with Apple Pay or Google Pay. If you allow part payments, they first choose **Full balance** or **Another amount** under **How much would you like to pay?** When they pay with a new card, **Save my card securely with the clinic for future payments I authorise** is ticked for them; they can untick it.

 

![Card payment pop-up in the client portal with Save my card](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-cp-invoice-pay.png)

 

After the invoice has been successfully paid, clients will be able to view that on the same page. 

You can view the payment on the client card under the Financials tab. Also, it can be located in the [invoices tab](https://app.pabau.com/money/invoices) when expanding **"Money"** in the left sidebar menu. You can also filter it on the reports under the [analytics tab](https://app.pabau.com/analytics) on the left sidebar menu. 

![Payment Processing 27](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2027.png?width=620&height=205&name=Payment%20Processing%2027.png)

By following these steps, your clients will be able to pay for their unpaid invoices via the client portal.

---

### How to Pay Deposit via Online Bookings

To enable deposit payments when booking online, make sure to [integrate Stripe](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en) into your Pabau account. Additionally, you need to set up a[company policy deposit](https://support.pabau.com/en/pabau2/how-to-set-up-a-default-deposit-policy?hsLang=en) or set a [service-specific deposit](https://support.pabau.com/en/pabau2/how-to-set-up-service-specific-deposits?hsLang=en) if you have different deposit policies for different services.

#### Step 1: Open Your Booking Page

Open your booking page, for example from the **Book Now** button on your website. To find your booking page link, go to **More → Online Bookings** and open the **Share** tab.

![Online Bookings page in Pabau with the Share tab](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-ob-overview.png)

See [New Online Bookings Part 5](https://support.pabau.com/en/pabau2/new-online-bookings-part-5-share-your-booking-page-and-add-it-to-your-website?hsLang=en) for every way to share your booking page.

![Share tab with your booking page link and Copy link](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-ob-share.png)

#### Step 2: Book an Appointment

Clients choose what they want to book, for example **Book an appointment**. Clients then go through your booking steps, such as Location, Service, Provider and Date & time. Steps with nothing to choose from are skipped. You choose the steps and their order in Pabau Studio (see [New Online Bookings Part 3](https://support.pabau.com/en/pabau2/new-online-bookings-part-3-set-booking-steps-and-availability-rules?hsLang=en)). Each step is described for clients in [How to Book an Appointment Online (New Booking Page)](https://support.pabau.com/en/pabau2/how-to-book-an-appointment-online-new-booking-page?hsLang=en).

![Booking page with Book an appointment](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-f-home.png)

Clients click **+** next to each service they want, then click **Continue**.

![Select services step with a service added and Continue](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-f-services.png)

The next step will display all available locations for selection if your clinic has multiple sites. If you only have one location, this step will be skipped.

![Find your nearest location step](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-f-location.png)

Clients then choose the professional they would like to see, or **Any professional** to see the most availability. If only one staff member is available online, this step is skipped.

Clients click a day, then a start time, and click **Continue**.

![Select date and time step](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-f-datetime.png)

#### Step 3: Sign In

If they are not signed in yet, clients sign in with their email address and the six-digit code Pabau emails them. There is no password to create.

![Sign up or log in to proceed with an email code](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-f-signin.png)

New clients then answer your **Sign-up fields**, which you choose in Pabau Studio on the Sign in step (see [New Online Bookings Part 2](https://support.pabau.com/en/pabau2/new-online-bookings-part-2-customise-and-publish-your-booking-page-in-pabau-studio?hsLang=en)). Clients who already have a client card go straight on. If a service needs a form, clients fill it in next.

![Complete your details sign-up fields for new clients](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-st-signup.png)

#### Step 4: Process Payment

On the Payment step, clients check what they are booking and what they pay today. Under **Notes for the business**, they can add any requests for the clinic.

**NOTE:** Pabau requires [integration with Stripe](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en) for payment processing.

**If you’ve recently upgraded from Pabau Classic to Pabau 2, please reconnect your Stripe integration using the steps provided in [this article](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en). This update is necessary as Pabau 2 features a new connection method with Stripe.**

**Reconnecting will ensure that all Pabau Pay terminal features function smoothly and will also unlock [12 additional payment processing options](https://support.pabau.com/en/pabau2/financials?hsLang=en).**

![Payment step with How much would you like to pay now?](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-st-pay-head.png)

The amount due today follows your deposit settings. If a package session or membership covers the treatment, it is applied automatically.

Clients choose how to pay, for example **Pay with card** or a card they have saved, from the payment options you have switched on in Pabau Studio. They can also add a tip if you have enabled this option on the [policies page.](https://app.pabau.com/setup/policy) Then they click **Confirm booking**.

![Payment options with a saved card, Add a tip and Notes for the business](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-st-pay-methods.png)

After the amount has been successfully paid, clients will be directed to the confirmation page. Here, they will receive a summary of their booking details, including the selected services, date and time, and any relevant notes.

![You're booked in confirmation page](https://support.pabau.com/hubfs/kb/refresh-1027/pay1027-r-booked-m.png)

You can view the deposit payment on the client card under the Financials tab. Also, it can be located in the [invoices tab](https://app.pabau.com/money/invoices) when expanding "Money" in the left sidebar menu. You can also filter it on the reports under the [analytics tab](https://app.pabau.com/analytics) on the left sidebar menu. 

![Payment Processing 27](https://support.pabau.com/hs-fs/hubfs/Point%20of%20Sale%20(POS)/Payment%20Processing%2027.png?width=628&height=208&name=Payment%20Processing%2027.png)

By following these steps, the clients will be able to pay a deposit for their appointments online.

---

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    - [Medical Form Templates](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-form-templates)
    - [Medical Form Types](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-form-types)
    - [Medical Forms Components & Fields](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-forms-components-fields)
    - [ePrescriptions](https://support.pabau.com/en/pabau2/clinical?hsLang=en#eprescriptions)
    - [Drugs](https://support.pabau.com/en/pabau2/clinical?hsLang=en#drugs)
    - [Custom Labs](https://support.pabau.com/en/pabau2/clinical?hsLang=en#custom-labs)
    - [Vaccines](https://support.pabau.com/en/pabau2/clinical?hsLang=en#vaccines)
    - [Diagnostic & Billing Codes](https://support.pabau.com/en/pabau2/clinical?hsLang=en#diagnostic-billing-codes)
- [Pabau AI Scribe](https://support.pabau.com/en/pabau2/pabau-ai-scribe?hsLang=en#main-content)

    - [AI in Treatment Notes](https://support.pabau.com/en/pabau2/pabau-ai-scribe?hsLang=en#ai-in-treatment-notes)
- [Pabau GO iOS app](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#getting-started)
    - [General](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#general)
    - [Care Pathways](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#care-pathways)
    - [Appointments](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#appointments)
    - [Clients](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#clients)
    - [Pabau Scribe](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#pabau-scribe)
    - [Payments](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#payments)
    - [Leads](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#leads)
    - [Quotes](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#quotes)
    - [Reviews](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#reviews)
- [Marketing](https://support.pabau.com/en/pabau2/marketing?hsLang=en#main-content)

    - [Broadcasts](https://support.pabau.com/en/pabau2/marketing?hsLang=en#broadcasts)
    - [Reviews](https://support.pabau.com/en/pabau2/marketing?hsLang=en#reviews)
    - [Referrals](https://support.pabau.com/en/pabau2/marketing?hsLang=en#referrals)
    - [Gift Cards](https://support.pabau.com/en/pabau2/marketing?hsLang=en#gift-cards)
    - [Loyalty](https://support.pabau.com/en/pabau2/marketing?hsLang=en#loyalty)
    - [Marketing Sources](https://support.pabau.com/en/pabau2/marketing?hsLang=en#marketing-sources)
    - [Capture Forms](https://support.pabau.com/en/pabau2/marketing?hsLang=en#capture-forms)
    - [Workflows](https://support.pabau.com/en/pabau2/marketing?hsLang=en#workflows)
    - [Promotions](https://support.pabau.com/en/pabau2/marketing?hsLang=en#promotions)
    - [Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#automations)
    - [Client Lifecycle & Engagement Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#client-lifecycle-engagement-automations)
    - [Lead Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#lead-automations)
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- [Communications](https://support.pabau.com/en/pabau2/communications?hsLang=en#main-content)

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    - [Communications](https://support.pabau.com/en/pabau2/communications?hsLang=en#communications)
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- [Online Bookings](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#main-content)

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- [Financials](https://support.pabau.com/en/pabau2/financials?hsLang=en#main-content)

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- [Card Terminals](https://support.pabau.com/en/pabau2/card-terminals?hsLang=en#main-content)

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- [Leads](https://support.pabau.com/en/pabau2/leads?hsLang=en#main-content)

    - [General](https://support.pabau.com/en/pabau2/leads?hsLang=en#general)
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- [Analytics](https://support.pabau.com/en/pabau2/analytics?hsLang=en#main-content)

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- [Memberships](https://support.pabau.com/en/pabau2/memberships?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/memberships?hsLang=en#getting-started)
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- [FAQs & Troubleshooting](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#main-content)

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- [Pabau Product Portal](https://support.pabau.com/en/pabau2/pabau-product-portal?hsLang=en)
- [Compliance](https://support.pabau.com/en/pabau2/compliance?hsLang=en)
- [Care Plus Upgrade](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#getting-started)
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- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#getting-started)
- [Labels](https://support.pabau.com/en/pabau2/labels?hsLang=en#main-content)

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- [Engage](https://support.pabau.com/en/pabau2/engage?hsLang=en#main-content)

    - [Getting Started](https://support.pabau.com/en/pabau2/engage?hsLang=en#getting-started)
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    - [Canon Ultrasounds](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#canon-ultrasounds)

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