Managing Payment Methods

Managing your payment methods efficiently is crucial for seamless transactions with your Patients. Noterro provides easy options for adding, editing, disabling, and deleting payment methods. Let’s look at each of these actions in detail.

Adding Payment Methods

Adding a new payment method is a straightforward process. Here's how you can add one:

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 update an existing 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 and click on its Name.
6. Update the necessary details.
7. Click Save.

Important Note: Changing a payment method's name will also update past transactions and invoices where it was used.

Disabling Payment Methods

To temporarily remove a payment method option, you can disable 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 payment method 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 wish to enable a previously disabled payment method, 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 payment method and click on its Name.
6. 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 is a permanent action, so ensure it’s necessary before proceeding:

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 payment method and click on the Three Dots.
6. Click on Delete.
7. In the prompt, click "Yes, Delete" to confirm deletion.

Important Note: A payment method cannot be deleted if it’s used on an existing transaction. Disable it in this case. Always inform team members to prevent disruptions.

Re-ordering Payment Methods

To organize the display order of your payment methods, 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 payment method and hold down the 6 Dots next to its name.
6. Drag the payment method to the desired position.