Processing Payments

​

Coming Soon

We’re currently working on comprehensive documentation for payment processing. This guide will include:

​

Planned Topics

• Charge a Card: Process a one-time card payment for a specific charge on a new or stored payment method
• Setup a Payment Plan: Create recurring payment schedules
• POS Terminal: Connect to physical payment terminals for in-person transactions
• Settle by Cash or Cheque: Record manual payment methods
• Send an Invoice: Generate and email invoices to patients
• Save Payment Methods: Securely store cards for future transactions
• Card Entry Options: Support for credit/debit cards with manual entry fields
• Payment Preview: Review charge details, fees, and totals before processing

Check back soon for detailed instructions and best practices.