Once a bill is created, you are now ready to process a client payment. Go to Clients > [Client Name] > Billing > Documents and click the status icon of the open bill that you would like to collect payment for.
Bill Documents
Once opened, click the Add Payment button to capture a payment.
Add Payment
Enter the amount that the client has paid. (The bill will not be considered closed until the outstanding amount due is paid in full).
The 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
Payment Type
If you have set up Online Payments to collect Credit Card, Debit, or HSA Payments, select Credit / Debit / HSA Card. You will see a list of client credit cards on file and the default card will be selected.
Note: If you are using a 3rd party payment processor and not Stripe through Sessions Health, you can manually record the credit card payment by unchecking theOnline Paymentbox.
Add a client payment modal
After you have entered the payment amount and type, you can also add any additional notes that you would like to add to this Bill record. You may manually set the date and time so long as it's not an online payment through Stripe.
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