📝 Overview
Whenever a payment is recorded, you'll be able to specify what form that payment was in. Common payment types (e.g., cash, check, and credit card) are available by default. However, you can edit or delete these defaults, or add your own payment types. The list of payment types are found under the Settings > Configurations > View Payment Types.
💡 If you are utilizing our integrated payments, the payment types; Terminal, Card On File and Key In, will automatically be created for your account and uploaded as payment types. Integrated payment types cannot be deleted.
To learn more about integrated payments, please reach out to your sales rep, select the "Payments" tab in the settings or email
⚙️ How to Create a New Payment Type
If you accept payment methods not included in the default list—or want to specify individual credit cards—you’ll need to create custom payment types.
Click on the arrow to learn how to make a new payment types
Click on the arrow to learn how to make a new payment types
Click on "Settings"
Click on "Configurations" and select "View Payment Types"
Select the plus button on the top right
Name the payment type. This is what will display when selecting a client's payment method. Next, place it in the applicable category
save.
Click "Save + Done"
💲How to Edit, Suspend and Delete a Payment Type
🚨 A payment type can only be deleted if it has never been used. If a payment type has been used, you will be able to select "Suspend Payment Type" instead. Suspended payment types will not be available for use when recording payment.
Click the arrow to learn how to edit, suspend or delete a payment type
Click the arrow to learn how to edit, suspend or delete a payment type
Edit a Payment Type
Click on "Settings"
Click on "Configurations" and select the option to "View Payment Types"
Click "Edit" to the right of the payment type
Make your desired edits in the form that appears, and click "Save"
Delete or Suspend a Payment Type
Click on "Settings"
Click on "Configurations" and select the "View Payment Types"
You can delete or suspend the payment type from the right
Confirm your intent to delete the payment type
Configuring the Order of Payment Types
When selecting a payment type for a client, they will appear in the order that they appear under the "List of Payment Types", which can be set by dragging each line into the position you prefer.
❓FAQs
Click the arrow to learn about the frequently asked questions
Click the arrow to learn about the frequently asked questions
1. Where can I manage payment types?
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You can view, edit, and add payment types by navigating to Settings > Configurations > View Payment Types. This is where all available payment methods are managed, including defaults and custom entries.
2. Can I create my own payment types?
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Yes, you can create custom payment types to reflect any additional methods your clinic accepts. This is especially useful if you want to specify individual credit cards or add options not included in the default list.
3. What are integrated payment types, and can they be deleted?
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If you're using integrated payments, the system will automatically add Terminal, Card On File, and Key In as payment types. These integrated types cannot be deleted, as they are required for system functionality.
4. Can I delete or suspend a payment type?
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Click the arrow to learn more
You can delete a payment type only if it has never been used. If it has been used in a transaction, it can be suspended instead, which hides it from future use without removing historical data.
5. How can I change the order of payment types shown during checkout?
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The order in which payment types appear when recording a payment is based on their position in the List of Payment Types. You can drag and drop each type in the list to customize the display order.