When you mark a session complete, you will have several payment options:
- Requesting Payment:
- Choose the payment option to send a payment link and invoice to the client.
- Note: You must be set up with our payment partner, Paystack, for this option.
- Payment Already Received:
- Select “Other Payment Type” to indicate payment has been received.
- A receipt will be sent to the client’s email.
- Submitting to Insurance:
- Choose “Insurance Payment” if submitting for reimbursement.
- An invoice in draft mode will be created in the billing section for you to mail to the insurance. Nothing will be sent to the client.
Next Steps:
- After selecting the payment type, you can add, edit, or remove invoice line items. Apply any discounts here.
- Based on the payment type chosen, you will either:
- Request payment (online payment)
- Send a receipt (other payment type)
- Generate an invoice (insurance payment)
The appointment will be moved to the “Completed” tab in appointments, and the invoice or receipt will be viewable in the billing section.