Managing you Clinic's payment methods are quite simple and can be done in a matter of minutes.
You can either watch the video or follow the steps below:
Video:
Steps:
Click on your clinic’s photo on the Sidebar Menu.
Click "Edit Clinic".
Go to Billing/POS > Payment Methods.
To add a payment method:
Click the + button.
Input the name, payment type, and description.
Click Save to finalize and add the payment method to the system’s billing processes.
To import a list of payment methods:
Click the import icon.
Download the Excel file template.
Fill out the necessary details.
Upload the file back to the system.
To delete a payment method:
Click the delete icon.
Click Yes to confirm.
You can either watch the video or follow the steps below:
Video:
Steps:
Click on your clinic’s photo on the Sidebar Menu.
Click "Edit Clinic".
Go to Billing/POS > Payment Methods.
To add a payment method:
Click the + button.
Input the name, payment type, and description.
Click Save to finalize and add the payment method to the system’s billing processes.
To import a list of payment methods:
Click the import icon.
Download the Excel file template.
Fill out the necessary details.
Upload the file back to the system.
To delete a payment method:
Click the delete icon.
Click Yes to confirm.
Updated on: 08 / 26 / 2021