In this article you'll learn how to:
- Create a new custom payment method
- Activate/ deactivate a payment method
- Use a custom payment method for payments
>View Video Below<
Create a New Custom Payment Method
If you want to perform payments with a specific payment method in your practice, you can create your own payment method.
To configure it, go to Practice Account -> Payment Methods.
Add the name of the payment method and its description in the corresponding fields and click Save.
All custom payment methods will be added to the Payment Methods table below, including who created the payment method, when it was created, and the current status.
Activate/deactivate a payment method
Payment method list contains all the payment methods: both default and custom. You can also check the status of a payment method. A Yes status means the payment method is active and will be available in the list of payment method options. A No status means the payment method is disabled.
To activate or deactivate the payment method, click the Edit button.
Check or uncheck the checkbox and click Save.
The payment method will be activated or deactivated accordingly.
Use a Custom Payment Method for Payments
All active custom payment methods will be visible at the top of the list of payment methods while recording a payment.
To edit or disable the payment method just click the Edit icon.
A side menu enables editing or deactivating the payment method.
Video
Content Timelines per Minute:
00:00 - 00:08 - Introduction
00:09 - 00:48 - Adding a custom payment method
00:49 - 00:56 - Using custom payment method for payment
00:57 - 01:33 - Edit&deactivate the custom payment method