Set up a payment processor to start accepting payments through Practice Better.
Practice Better does not store any client credit card information on our servers. All credit card information collected is encrypted, tokenized, and handled by Stripe, a PCI Level 1 Service Provider, the payment industry’s highest level of protection. Learn more.
Setting up a Practice Better Payments account
- Go to your Settings & Preferences > 3rd Party Integration page
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Under the Billing & Payments section, click Set up next to Practice Better Payments:
To set up your account, you'll need to know your:
- Your business entity type, such as corporation or sole proprietorship
- Your bank account details, including your account number
After selecting Set up, you'll be redirected to a Stripe-hosted onboarding page where you'll enter all your business information.
Learn more about Getting Started with Practice Better Payments
Processing Invoices with Practice Better Payments
Once Practice Better Payments is set up, your account will automatically be configured to accept invoice payments, which will allow your clients to pay with a credit card upon receiving an invoice.
Saving billing information for future payments will enable quick and secure transactions for you and your clients in the future.
You also have the option of Allowing clients to make partial payments or installments.
Two Options for Processing Invoices
Option 1: Send an invoice to your client for payment
When you send an invoice to a client, they will receive an email notification with a Pay Invoice button:
When your clients select Pay Invoice, they will be redirected to a page where they can review the Invoice Details and enter their credit card details to make the payment.
They also have the option to Store my credit card details securely for future payments, which will make it faster and easier for your clients to settle future invoices.
A receipt will be automatically emailed to your client once the payment has been confirmed.
Option 2: Process a payment on your client’s behalf
When the Saving billing information for future payments option is enabled and you have stored your client’s card information securely, you can process payments on your client’s behalf.
- Create an invoice for your client
- Select Process from the upper right-hand corner of the screen.
- Select Process
- Select the Payment Method and Submit
- Confirm whether you want to send an email with a receipt to both you and your client or only your client
Learn about all the ways you can Process Payments with Practice Better Payments.