.png){kind=logo}
Date of Service Payment Posting
Taking a payment during the time of service can be quick and easy!
The below steps offer a guide for taking client payments.
In this Article:
From the Dashboard
- Click on the appointment, opening the appointment details popup
- Click the top right button:
- Enter the payment type, amount, and confirm the details of the payment
- Click the button, verify the details, then button and specify the payment method (saved card or enter new card details)
From the Schedule
- Click on the appointment, opening the appointment details popup
- Click the top right button:
- Enter the payment type, amount, and confirm the details of the payment
- Click the button, verify the details, then button and specify the payment method (saved card or enter new card details)
From the Billing Tab
- Click Clients (left menu)
- Click on the client name
- Select Billing (top tab):
- Locate the invoice number for the date the client is paying and click on the date.
- On the right menu, click the button, opening a new screen to enter the payment:
- Enter the payment type, amount, and confirm the details of the payment
- Click the button, verify the details, then button and specify the payment method (saved card or enter new card details)
Client Payments: Multiple Dates
It is also possible to accept payments from a client for multiple session dates.
- Click Billing & Insurance from the left-hand menu
- Click the button (top right)
- Enter the patient and therapist, click
- Enter the total payment amount/ type of payment/date of payment
- Apply payment information to each visit, if necessary
- Click the button, then button and specify the payment method (saved card or enter new card details)