Managing Payment Methods

Noterro understands the importance of effectively managing payment methods, so we provide the tools to easily add, edit, disable, and delete payment methods. Let's explore each of these actions in detail.

Adding Payment Methods

Adding a new payment method is crucial in ensuring smooth transactions with your Patients. Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing.
4. Scroll to the Payment Methods section.
5. Click on Add New.
6. Enter the Name of the payment method.
7. Click Save to add the payment method.

Editing Payment Methods

If you need to make changes to a payment method, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing.
4. Scroll to the Payment Methods section.
5. Locate the specific payment method you want to edit and click on its Name.
6. Update the necessary details, such as the payment method name.
7. Click Save.

Important Note: Changing the payment method's name will apply this change on past transactions and invoices it may have been applied to.

Disabling Payment Methods

Disabling a payment method is useful when you want to temporarily remove it as a transaction option. Here's how:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing.
4. Scroll to the Payment Methods section.
5. Locate the specific payment method you want to disable and click on the Three Dots.
6. Click Disable.

Important Note: You can also disable a payment method by clicking on its name, unselecting 'Enable Payment Method,' and saving.

Enabling Payment Methods

If you’ve previously disabled a payment method and want to enable it, Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing.
4. Scroll to the Payment Methods section.
5. Locate the specific payment method you want to enable and click on its Name.
6. In the payment method profile, check Enable Payment Method.
7. Click Save.

Important Note: You can also enable a payment method by clicking the three dots and selecting enable.

Deleting Payment Methods

Deleting a payment method should be done cautiously, as it permanently removes it from your clinic's payment options. If you're certain you want to delete a payment method, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing.
4. Scroll to the Payment Methods section.
5. Locate the specific payment method you want to enable and click the Three Dots.
6. Click on the Delete.
7. In the prompt, click "Yes, Delete" to confirm deletion.

Important Note: Deleting a payment method permanently removes it from your clinic's options. You cannot delete a payment method if it is used on an existing transaction; you'll need to disable it instead. Make sure to communicate any changes to your team members to avoid any disruptions.

Re-ordering Payment Method

Re-ordering your payment methods can be useful if you wish to organize the presentation of your payment methods on various screens. Here’s how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing.
4. Scroll to the Payment Methods section.
5. Locate the specific payment method you want to re-order and hold down the 6 Dots to the left of the payment method name.
6. Drag the Payment Method up or down in the desired position in the order.