When you record a sale yourself, you choose how to collect:
Register the payment now — for cash, or a transfer already received. The sale is marked Paid immediately.
Send a payment link — the client pays by card from their phone. This runs through Stripe, so it needs Stripe connected and Stripe's fees apply.
Create and send an invoice — a PDF request for payment, commission-free and independent of Stripe. See Invoices and receipts .
Sales a client makes themselves in the Store tab are handled at checkout instead — see How clients purchase.
Recording a payment
Payments can be recorded manually against a client from their profile. You can record a partial payment, and multiple payments can be made against the same sale over time. If a client overpays, the surplus is recorded as a credit balance on their account.
Payment methods
Payment methods are user-defined tags. Cash and bank transfer are set up by default. Add your own in Settings → Payments — for example Bizum, SEPA transfer, or any other method relevant to your market.
Invoice and bank transfer details
Settings → Payments → Invoice & bank transfer details is where you enter your beneficiary name, address, VAT number and tax ID — the details that appear on your invoices — along with the bank details clients need in order to pay you by transfer.
Filling this in is one of the two ways to let clients buy online: with bank details configured, the Store tab appears in Bobclass Go and clients can purchase without you connecting Stripe. Bobclass formats the transfer details for the client's region — Europe/SEPA, the United Kingdom, Switzerland and the United States are supported, along with a custom format.
Marking a bank transfer as paid
When a client pays by bank transfer in Bobclass Go, they are shown your details, make the transfer themselves, and then tap I've done the transfer.
Bobclass has no way to verify that, so it creates the sale with the status Unpaid. Bank transfers arrive instantly or the same day in most countries — once the money is in your account, open the client's profile, go to Billing → Sales, and mark the sale as Paid.
Until you do, the client can still use what they bought. The product shows in Bobclass Go as Pending confirmation, and they can book against it directly, without approval.
Card payments taken through Stripe do not need any of this; they are recorded as paid automatically.
Finding everything that is unpaid
Because clients confirm their own transfers, it is worth reviewing outstanding sales regularly. To see them across your whole client list rather than one profile at a time, go to Overview → Sales and apply the filter Status = Unpaid.
Refunds
Refunds cannot be processed from within Bobclass. Handle refunds directly through your payment provider or in cash, and adjust the client's balance manually if needed.