Wallet

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How to Enable and Access the Wallet

This article provides step-by-step instructions on enabling Wallet permission for designated users.

After setting up your Pabau Pay card terminals, managers and/or owners at your clinic must have access to the Wallet feature to manage payouts efficiently. 

Step 1: Accessing Team Settings

To begin, log into your Pabau account and navigate to the Team feature located in the left sidebar menu. Then, select Team again to access the list of team members.

 

 

Step 2: Selecting User Profile

Identify the profile of the user who requires Wallet permission and click on their profile to access their settings.

Within the user's profile, navigate to the "Permissions" tab located on the left side of the screen. Here, you'll find various groups of permissions.

Step 3: Enabling Wallet Permission

Expand the "Money" group of permissions and locate the "Can access wallet" permission. Toggle this permission to the "on" position to enable access to the Wallet feature.

Step 5: Saving Changes

Once you've enabled the Wallet permission, ensure to save the changes by clicking on the "Save Changes" button located in the top right corner of the screen.

Step 6: Accessing the Wallet

To access the Wallet feature, users can click on the Wallet icon located in the top right corner of the screen, adjacent to their avatar.

By following these steps, you can successfully enable Wallet permission for designated users in your Pabau account, allowing them to manage payouts effectively.

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How to Manage Wallet Payout Settings

In this article, we'll cover how you can manage the payout settings in your Wallet, allowing you to schedule your payouts to your liking.

Step 1: Accessing Wallet Payout Settings

To begin managing your Wallet payout settings, log into your Pabau account. Navigate to the top right corner of the screen and click on the Wallet icon, located next to your avatar.

Step 2: Configuring Payout Settings

Once you've accessed the Wallet, click on "Payout Settings" located on the left side of the Wallet modal. In the "From" field, you'll find your available balance. The "Send to" section displays the bank account where the funds will be transferred.

Within the "Frequency" section, you can choose between different payment scheduling options: Daily, Weekly, Monthly, and Manual. Please note that you can only select one option at a time.

Step 3: Understanding Payment Scheduling

If you select "Daily," payments collected by midnight each day are sent to your bank account by the next business day.

For the "Weekly" or "Monthly" options,  a dropdown menu will appear, allowing you to select, respectively, which weekday or month day you prefer for the funds to be transferred to your bank account.

Regardless of your established payment schedule, you retain the flexibility to manually request a payment anytime. Simply click on the "Payout" button located in the top right corner of your Wallet.

Step 4: Saving Changes

After configuring your payout settings according to your preferences, ensure to click on "Save" to apply the changes.

By following these steps, you can effectively manage your Wallet payout settings in Pabau, ensuring seamless scheduling and transfer of funds to your designated bank account.

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How to Review Your Wallet's Activity

In this article, we'll guide you through the steps to review the activity in your Wallet within your Pabau account.

Step 1: Access the Wallet

Log into your Pabau account using your credentials. Once logged in, click on the Wallet icon located in the top right corner, right next to your avatar.

Step 2: Navigate to the Activity Section

The Activity section is located below the Payout schedule within your Wallet dashboard. Here, you'll find a comprehensive log of all your financial transactions, including payments and payouts, grouped by either Day or Month.

Step 3: Select a Specific Month and Year

In the Month tab within the Activity section, you can choose which month and year you want to review transactions for. Utilize the dropdown menu to select your desired timeframe.

Step 4: Understand Transaction Visual Indicators

Payment entries are highlighted in green, while payouts are represented in red and displayed in negative values. Next to the payment method icon for each payment, a green checkmark indicates a successful transaction, while a red X icon denotes a failed transaction.

Step 5: Access Invoice Details

For each payment transaction listed, there is a corresponding invoice number displayed. Click on the invoice number to open and review the details of the associated invoice, providing quick access to essential information.

By following these steps, you can efficiently review and manage the activity in your Wallet within your Pabau account. 

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