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.
Was this article helpful?
Cancel
Thank you!