Prerequisite: The Payments module must be enabled for your organization before you can access this page. Contact Decoda support if Payments is not enabled.
Store Details Tab
Use this tab to generate a form that collects and saves a patient’s payment method (card or bank account) without charging them.Generate an Embed Code
Select a Patient
Use the patient search field in the Configuration panel to find and select a patient.
Customize Appearance
- Width / Height: Set the form dimensions (pixels or percentages).
- Theme: Choose Light or Dark.
- Show patient name header: Toggle this to include or hide the patient name at the top of the form.
- Allowed payment methods: Check or uncheck Card, ACH, and Apple Pay to control which options appear.
Set a Redirect URL (optional)
Enter a URL where the patient should be sent after saving their details. When set, the generated code uses a direct link instead of an iframe. This mode supports Apple Pay.
<iframe> element and a JavaScript event listener that fires on store_details_success, store_details_failure, and store_details_loaded events, allowing your website to react when the patient saves their details.
For the full integration guide (including redirect mode and the charge-card API), see Store Details Embed: Save Payment Methods.
Payment Tab
Use this tab to generate a form that collects a payment from a patient.Generate an Embed Code
Select a Patient
Use the patient search field in the Configuration panel to find and select a patient.
Customize Appearance
- Width / Height: Set the form dimensions (pixels or percentages).
- Theme: Choose Light or Dark.
- Show payment summary header: Toggle this to include or hide the patient name and amount at the top of the form.
- Allowed payment methods: Check or uncheck Card, ACH, and Apple Pay to control which options appear. Uncheck ACH to disable bank transfers.
<iframe> element and a JavaScript event listener that fires on payment_success, payment_failure, and payment_loaded events, allowing your website to react to payment outcomes.
Itemized charges (API integrations)
For integrations that create charges via the API (with line items, discounts, and taxes), you can embed payment for a specific charge by addingcharge_id to the URL instead of amount. The embed will display the full charge breakdown. See Payment Embed: Itemized Charges for the full flow.
Advanced Configuration
Permissions
Permissions
Embedded Payment Components is gated by role-based permissions:
- Settings Developers Read — Required to view the page.
- Settings Developers Write — Required to generate embed codes.
