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Pin Payments FAQs
Pin Payments FAQs

Frequently asked questions related to Pin Payments

Updated over a week ago

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!


How can I store a clients' credit card details in coreplus?

You can store a client's card details via Pin Payments!

Go to Dashboard > Clients > click on the Client's file > Details/Referrer > click on Add Payment Details > enter the details and click Save.

Please, note that to be able to do this, you will need to have completed the relevant setup for Pin Payments.


How can I remove credit card details from a clients' file?


You can remove the card details via Dashboard > Clients > click on the Client's file > Details/Referrer > click on Remove Payment Details > Ok


How can I add a payment button in invoices for my clients?


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.

Please, see here for more details: Send Pin Payments link


Can I take Pin Payments payment from within coreplus?


Yes! There are two ways of doing this.

1. Via Dashboard > Clients > click on the Client's file > Invoicing > Actions > Manual/Instant Online Payment > enter the details and click Pay Now.

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

Please, see here for more details.


I've overcharged a client via Pin Payments, how can I fix this?


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.

You can also reverse the whole payment (partial payment reversal is not possible with Pin Payments) and take the correct payment again.

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.

Please, see here for more details.


Can I reverse a payment partially via Pin Payments?


Unfortunately, it's not possible to reverse a payment partially via Pin Payments. Applying a reversal will reverse the whole payment.


Do clients have to pay for GST while paying via Pin Payments?


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.


I need to refund a Pin Payments payment so that the invoice is not owing anything, how can I do that?


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.

Please, see here for more details.


How much does Pin Payments cost?

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


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