Our FAQs are based on the most commonly asked questions by our coreplus community. This section focuses on questions asked about Pin Payments. Each collection has its own FAQ article, simply navigate to the collection to find each article for our most frequently asked questions!

This article covers:
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​1. How can I store a clients' credit card details in coreplus?
​2. How can I remove credit card details from a clients' file?
​3. How can I add a payment button in invoices for my clients?
​4. Can I take Pin Payments payment from within coreplus?
​5. I've overcharged a client via Pin Payments, how can I fix this?
​6. Can I reverse a payment partially via Pin Payments?
​7. Do clients have to pay for GST while paying via Pin Payments?
​8. I need to refund a Pin Payments payment so that the invoice is not owing anything, how can I do that?

9. How much does Pin Payments cost?
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You can store a client's card details via Pin Payments!
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Go to Dashboard > Clients > click on the Client's file > Details/Referrer > click on Add Payment Details > enter the details and click Save.
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Please, note that to be able to do this, you will need to have completed the relevant setup for Pin Payments.
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You can remove the card details via Dashboard > Clients > click on the Client's file > Details/Referrer > click on Remove Payment Details > Ok
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You can do this via Dashboard > Clients > click on the Client's file > Invoicing > Actions > Email to client/Email > within the email, click on the Insert Online Payment Button > Send Email.
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Please, see here for more details: Send Pin Payments link
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Yes! There are two ways of doing this.
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​1. Via Dashboard > Clients > click on the Client's file > Invoicing > Actions > Manual/Instant Online Payment > enter the details and click Pay Now.
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2. Right-click on the appointment after an invoice is generated and select either Manual or Instant Online Payment > enter the details and click Pay Now
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Please, see here for more details.
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The easy way to fix this would be to refund the excess amount to the client via cash and then go to Dashboard > Clients > click on the Client's File > Invoicing > Actions > Edit > under Billing Information, click on the Fee, and manually increase it to match the amount paid > Update Invoice. That way the invoice will have $0 as owing.
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You can also reverse the whole payment (partial payment reversal is not possible with Pin Payments) and take the correct payment again.
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Go to Dashboard > Clients > click on the Client's File > Invoicing > Actions > Edit > under Billing Information, click on the $ sign > under Payment History, click on Reverse next to the payment > click Ok > Update Invoice.
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Please, see here for more details.
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Unfortunately, it's not possible to reverse a payment partially via Pin Payments. Applying a reversal will reverse the whole payment.
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Clients don't have to pay GST unless it's manually included in the service type. However, there may be additinal fee for Pin Payments excluding GST which can be found via Setup > Add-ons > Pin Payments.
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Go to Dashboard > Clients > click on the Client's File > Invoicing > Actions > Edit > under Billing Information, click on the $ sign > under Payment History, click on Refund next to the payment > click Ok > Update Invoice.
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Please, see here for more details.

The cost is 1.5% + a flat 25 cent per transaction, which you can choose to pass on to the client.