Client Bills: Processing a Client Payment

Processing a client payment

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, select Create bill, then 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.

1. Credit/Debit/HSA Card
2. Cash/Check
3. Credit/Discount (Credit here refers to credit the client may have with you via a prepayment, over-payment, or reimbursement.)
4. Other – Includes a Description field, and any text entered here will appear in the payment row on the bill or invoice.

For Credit/Debit/HSA payment types, you’ll be prompted to choose How would you like to handle this payment? The system will then present the following options:

Process payment with Stripe

If Stripe is configured under Billing Settings > Online Payments, this option will charge the selected card through Stripe and automatically record the payment to the client’s account. If the client’s credit card is not already on file, you can click + Add payment method to manually enter it. Otherwise, the saved card will be available for selection.

Lastly, add in any relevant notes in the Additional Notes field, then select Add Payment

Record payment processed elsewhere

Use this option for payments that were collected outside of the system. This option will not charge the client’s card and will simply record the payment in the account. To add an offline payment, enter the date and time it was received elsewhere, include any notes for your records, then select Add Payment.

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.