On this page:
- Enable a Payment Gateway
- Enable Prepayment
- Invoice on the Consult Day
Click here to view the article that covers the prepayment invoicing workflow.
Enable a Payment Gateway
Step 1: Without a payment gateway, the pre-payment will not be able to be processed. SimpleClinic integrates with Square and Stripe to process online payments. Information on setting these up can be found here.
Enable pre-payment
Step 2: Go to Services -> Click the blue view button next to the Service -> In Prepayment Percentage, you can set the percentage of the consultation fee to take as prepayment -> Save
Please be aware if you are integrated with Xero, prepayment needs to be 100%, otherwise you will need to adjust invoices in Xero for every prepayment.
