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Setup Guide: Payment Methods

Add the payment methods that are accepted in your clinic.

Richard avatar
Written by Richard
Updated over 2 years ago

It’s essential to add all accepted payment methods to your account. When adding a payment method, please make sure to choose between an immediate payment like cash or card or a payment afterward like a transferral.

Note: Please add different accepted card methods separately like for example Visa, AMEX, MasterCard, Debit card. Also, add a cash payment option as well as bank transfer.

To add a payment method, open menu > clinic settings > finance > payment methods. Click the plus (+) icon in the right upper corner.

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