Client Bills: Processing a Client Payment
Processing a client payment
Note: You may automatically collect credit card payments nightly when Autopay is enabled. See our Billing Automation article for more details.
Once a bill is generated, you are now ready to process a client payment. All unpaid bills will appear in the Open section of the Client Billing page and the client's Billing > Documents tab. Click into the bill and click the Add Payment button.
If the billing responsibility is Insurance, you'll be presented with an option to add the Client or Insurance payment. Otherwise, it'll take you through the client payment module. See Record an insurance payment article for details on insurance payments.
You will be presented will the following modal.
You can then enter the client payment amount using various payment types.
- Credit/Debit/HSA Card
- Cash/Check
- Credit/Discount (Credit here refers to credit the client may have with you via a prepayment, over-payment, or reimbursement.)
- Other
If you have set up Stripe to collect payment, you can select Credit/Debit/HSA Card, then check the Online Payment? box. If you don't already have the client's credit card entered, you may click Add Card. Otherwise, the credit card will be displayed.
Important: The Online Payment? box must be checked in order to run the payment through Stripe.
Once the payment method is selected, you may edit the payment date and time (for offline payments) and add any notes. Click the Add Payment button to apply the payment to the bill.
Viewing an online payment in Stripe
If you have collected an online payment, you can easily see the associated payment in Stripe. Click the '...' menu next to an online payment transaction on a bill. Click the View in Stripe link to be taken to the transaction in Stripe.
