If your practice has set up the Stripe integration, you can directly take card payments from patients when a booking is made. For information on how to set up the Stripe integration, see here.
Note: To set up and use direct card payments, you must have a role assigned to you that gives you editing permissions for Patients, Invoices, and Questionnaires. For more information on roles, see here.
In this article:
Add a Card to a Patient's Record
You can add a payment card to a patient's record at any time from the Patients page:
1. Select the patient who you want to add a card for.
2. Click the edit icon in the top right-hand corner.
3. Scroll down to the Card details section, and enter the patient's card details.
4. Click Save.
The card is now linked to the patient, and can be used to pay their invoices with.
Use a Card Payment for an Invoice
You can directly take card payments for a patient's invoice.
Note: Before attempting to take a card payment for an invoice, you must first add the patient's card to their record.
1. Go to the Invoices page.
2. Click the Pay button next to the invoice that you want to pay.
3. Select the card from the Payment type dropdown.
4. Click Charge card.
The patient's card is charged, and the invoice is paid off.
Take Payment through Online Booking
You can configure products to require immediate payment for online bookings. For information on how to create an online booking form, see here.
1. Go to the Products page, and select the product that you want to edit.
2. Click the edit icon in the top right-hand corner.
3. Scroll down to the Booking options section, and tick the Requires payment box.
4. Click Save at the top of the page.
Now, when that product is added to an online booking form, it will ask the patient to enter their card details.
The patient can tick Remember these card details to fast track paying for the product next time they book an appointment.