Take a payment
Collect a card payment through configured Stripe checkout or record a tender handled by the clinic.
The invoice must be sent or overdue, have a remaining balance, and be opened by an admin or front desk user.
1. Open the invoice
Go to Billing, find the client or patient invoice, and expand it. Review the amount paid, adjustments, and remaining balance.
2. Choose how the client is paying
Choose Record Payment for cash, check, an external credit or debit terminal, online payment already handled elsewhere, or another tender. Enter the amount, method, and an optional reference note.
Choose Take Card to open Stripe Checkout when card payments are configured. You can also email the client a secure payment link for remote payment.
Remote payment: Email payment link or Get payment link
3. Verify payment and finish checkout
Confirm the payment appears in history and the invoice balance is correct. A fully paid invoice is ready for paid visit closeout.
Online card payments require Stripe to be configured and tested. Recording cash, check, or an external-terminal payment does not require Stripe.
Common questions
What payment methods can I record?
Cash, credit card, debit card, check, online, and other. Use the notes field for a check number or external terminal reference.
Can the client pay from home?
Yes when card payments and outbound email are configured. Email the invoice payment link or share the client portal.
Why is Take Card unavailable?
Confirm the invoice is sent or overdue with a balance, then check the clinic’s client payment processing status in Settings → Plan & Billing.