In this section, you’ll learn about the various ways you can accept and process payments with your Practice Better Payments account.
- Requiring Billing/Card Information at Booking
- Processing Invoices with Practice Better Payments
- Setting Up Recurring Payments and Installment Plans with Practice Better
- Processing Payments on the WisePOS E
- Saving Card Information with the WisePOS E
- Accepting Apple Pay and Google Pay
Requiring Billing/Card Information at Booking
Requiring billing or card information at the time of booking will ensure that you can collect payment for services provided, late cancellations, and/or no-shows. This is a good way to protect your business and provide your clients with a seamless future check-out experience.
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Go to My Practice > My Services
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Click Edit on the service or package you wish to collect billing information for
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On the Edit Service or Edit Package page, click on the Advanced Options tab:
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Check the "Require billing information when clients book this service/package" checkbox:
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Click Save Changes to save details for the service or package.
What Your Clients See on Your Bookings Page
With this option selected, your clients will see a message on the booking page telling them their billing information will be saved.
If your client's billing information has previously been saved, and they book a session from the client portal, they won't need to enter their billing information again.
Processing Invoices with Practice Better Payments
Once Practice Better Payments is set up, your account will automatically be configured to accept invoice payments. This will allow your clients to pay with a credit card upon receiving an invoice.
You also have the option of Allowing clients to make partial payments or installments.
Saving billing information for future payments will enable quick and secure transactions for you and your clients in the future.
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 can also store their card details on file for future payments by checking the box titled, Store my credit card details securely for future payments.
Option 2: Process a Payment on your Client’s Behalf
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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
If you have stored your client’s card information, it will appear here.
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Confirm whether you want to send an email with a receipt to both you and your client or only your client.
Setting Up Recurring Payments and Installment Plans with Practice Better
Recurring payments, such as memberships, offer businesses a steady and predictable revenue stream.
Installment plans make your services accessible to more clients.
Both options facilitate an ongoing relationship between you and your clients, and both are easy to set up and manage within Practice Better.
Setting up a Recurring Payment:
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Navigate to My Practice > My Services > [Service/Package name] > Edit Service > Advanced Options
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Fees & Taxes > Pricing model > Ongoing Payments (e.g. $50 every month)
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Select Set up to continue
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Add Payment Plan details including recurring payment amount, frequency, and duration of payments
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Select Save when all information has been entered.
Setting up an Installment Plan:
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Navigate to My Practice > My Services > [Service/Package name] > Edit Service > Advanced Options
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Fees & Taxes > Pricing model > Fixed fee (e.g. $150 or 3 payments of $50)
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Require billing information when clients book this package (optional)
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Select “Add plan”
- Require clients to pay a deposit at booking (optional)
- Allow clients to pay in installments
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Add Installment Plan details including installment amount, installment start date, and frequency of installment payments.
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Select Save when all information has been entered.
Processing Payments on the WisePOS E
Accept integrated in-person payments with your WisePOS E.
Create a new invoice for your client. Learn more about creating invoices in Practice Better.
Select Process in the top-right corner of the Create/Edit invoice page to process a payment for the invoice on your client's behalf:
On the Pay Invoice page you'll notice an option to use your reader to process payment. Select the reader then click Submit in the bottom-right corner:
Next, you'll see a prompt instructing you to complete the charge on the reader. Hand the reader to your client to either tap, insert, or swipe their card to pay:
You'll receive a confirmation prompt when the charge is completed.
Saving Card Information with the WisePOS E
The WisePOS E can be used to quickly and securely store card information for future payments.
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Go to the Billing Information tab on your client's Billing & Payments page:
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Click the Fast Action Button in the bottom-right corner and select Add card with reader:
- Select a reader from the list of online devices. Present the reader to your client to tap/insert/swipe their card.
Accepting Apple Pay and Google Pay
With Practice Better Payments, your clients have new, faster ways to pay for invoices, services, packages, and programs. If they use Apple Pay or Google Pay, they can skip manually entering credit card information.
- Apple Pay is available on Safari on Apple Mac and iPhone.
- Google Pay is available on Google Chrome.
Card information submitted by Apple Pay or Google Pay can also be stored on file to collect future payments. Your clients must set up Apple Pay or Google Pay before using these features.