There are two ways to add a credit card to a patient account.
Through an Unpaid Invoice:
- Click on an Unpaid Invoice (e.g. INV-3)
- Click on the purple Pay button
- Click on Select Payment Method
- Click on Add Credit Card for either Square or Bambora
Through a Patient Profile:
- Click on the Patient's name
- Click on Credit Card
- Choose Bambora or Square credit card you need to update
- Click Add credit card
How long does it take for the payment to show up on Square?
We did a transaction last night as described above, but it hasn't showed up on the Square account.
OR do we have to manually enter the credit card information into our Square device?
It would be instant. I'll open a ticket for you to investigate your specific issue.
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