Payment methods determine how patients pay for treatments and products, and whether payment is settled immediately or remains outstanding until later. Add all payment methods your clinic actually accepts before you start invoicing.
This guide covers manual, offline payment methods (cash, card, bank transfer, insurance billing).
Online payments through Stripe are set up separately; see Setup Guide: Connect your Stripe account.
Required permissions
Any user with admin access, or any role to which an admin has granted permission to manage clinic settings, can add or edit payment methods.
How to add a payment method
Go to Menu > Clinic Settings > Finance > Payment Methods.
Click the plus icon in the top right corner to open the New payment method form.
Fill in the fields:
Name: what this payment method is called, for example, "Visa," "Cash," or "Insurance billing."
Payment moment: choose "Payment occurs directly" for methods settled on the spot, like cash or a card payment at a terminal. Choose "Payment occurs afterward" for methods that leave an outstanding invoice, like a bank transfer or billing an insurance company that pays later. Payments marked as "afterward" remain outstanding until you mark them as paid.
General ledger account (optional): shown in bookkeeping export reports.
Click Save.
Note: add each accepted card type as its own payment method (Visa, AMEX, MasterCard, Debit card, etc.), rather than one generic "card" entry. Also, add cash and bank transfer as separate methods. Keeping them separate makes it easier to track and reconcile payments by method later.
