If your Noterro account is integrated with Square or Bambora, you can add a Patient's Credit Card to their file. Here are a few different ways you can add a Credit Card to a Patient's account.
Through the Appointment View on Calendar:
- Click on the Patient's Appointment.
- Click Add Card (on the top right).
- Fill out the required information.
- Click Add Card.
Through an Unpaid Invoice:
- Click on an Unpaid Invoice (e.g. INV-3).
- Click on the 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 on the sidebar.
- Choose Bambora or Square.
- Click Add Credit Card.
Comments
2 comments
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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