Set up payment types

Setting up payment types

Payment types are the methods patients can pay with — cash, card, bank transfer, or anything else your clinic accepts. They show up as options whenever anyone takes a payment, so it's worth setting these up early.

Add a payment type

Go to your settings and open Payment types, then choose Add. Give it a name — Cash, Card, Bank transfer — and save.

The payment types list with the Add button.

It's available immediately at the payment screen for every location, ready to be selected the next time someone takes a payment.

Retiring a payment type

If your clinic stops accepting a payment method, archive it rather than deleting it. Archiving removes it from new selections while keeping it on the past payments that used it, so old records still make sense.