Understanding the Payments Page

Step 1: Navigate to the Payments Page

Log in to your Pabau account, and from the left sidebar menu, click on ''Money'', then select ''Payments'' to open the Payments page.

Step 2: Understanding the Payments Overview

The Payments Overview screen displays a comprehensive list of all payments made, with tools to filter, search, and manage payment records.

Here’s a breakdown of the key elements on the Payments page:

Filters and Search Options

Use these tools to refine and organise the payments displayed in the table:

• Payment Date
  Filter payments by their date. You can quickly select timeframes such as this month, this week, or choose a custom range.

• Location
  View payments made at one or multiple clinic locations.

• Filter By
  Use advanced filters to narrow down payments by criteria such as payment method, invoice status, or payment type. You can also save these filters as a custom view to quickly access them in the future.

• Search Field
  Quickly find specific clients, invoice numbers, or payment details using the search bar at the top-right.

• Edit Columns
  Select which columns to show or hide in the payments table, tailoring the view to your needs.

What Each Column Means

Each row in the table represents a single payment transaction. Key columns include:

• Amount
  The total payment amount received.

• Client
  The name of the client who made the payment, often displayed with an avatar or initials.

• Created By
  The staff member who recorded the payment.

• Payment Date
  The exact date and time when the payment was made.

• Invoice No.
  The invoice number associated with the payment.

• Location
  The clinic location where the payment was processed.

• Paid By
  The name of the person who made the payment. In most cases, this will match the client, but it may differ if someone else (e.g., a family member or company) paid on their behalf.

• Payment Method
  Indicates the method of payment (e.g., Cash, Card, Package).

• Paid No.
  This is the unique ID assigned to each payment. It serves as a payment reference number, making it easy to track, audit, and cross-check individual transactions in your records.

You can also reorder the columns by hovering over a column header, clicking and holding the dots icon, then dragging the column to your preferred position. This helps you customize the table layout for your workflow.

By following these steps and tips, you’ll be able to efficiently track and manage your payments, ensuring accurate financial oversight for your clinic.