Once you've linked a payment processor (e.g Stripe or Square), you'll have the option of collecting payments directly in Practice Better. Clients will be able to enter their card information and receive automated receipts for their payments.
You can configure installment options by either creating or editing an existing invoice. At the bottom of the Invoice (under Invoice Footer), ensure the Accept payment for this invoice using Practice Better is selected.
** Use our Payment Plan feature if you'd like to collect payments in automated scheduled installment payments **
By default, invoice payments are required in full, but you can switch to installments by selecting the Allow client to pay in installments (manual) option:
After selecting this option, a section will appear allowing you to specify the minimum amount a client needs to pay for each installment.
For example, if you're offering a program with 4 installments, set the Payment type to Percentage and the Percentage amount to 25%. When your client is ready to pay the invoice, they'll have the option to either Pay in Full or Pay the minimum amount (25% of the invoice).
They can continue to pay installments until the invoice amount due is $0.
The installment amount is always calculated based on the original invoice amount. If the balance remaining on the invoice is less than the minimum payment required, your client will simply have to pay the balance remaining.