Payments

Can clients leave feedback/reviews when booking online?

Noterro doesn't have reviews natively built in, but you can set up your email notifications like the Treatment Follow Up Email to include a link to your Google Review page. We advise against collecting reviews within any booking platform because transferring reviews may become problematic if you decide to switch platforms.

Do you charge a fee to migrate?

Noterro does not charge a fee for data migration. You can book a migration call with a Migration Specialist who will help guide you through the process and schedule the migration based on your specific situation.

Can I import payment history?

No, you cannot import payment history in Noterro.

How do I configure to send email upon payment?

In Noterro, receipts are not sent automatically once a payment is inputted; you need to manually send the email through the three dots on the top right of the invoice.

Can I add a payment link to patient emails?

Noterro does not have a specific payment link that can be attached to emails, you would need to manually add a payment link to the email templates section. However, if billing is enabled in your Web Portal & App feature, Patients can pay using their App.

How do I connect two patient profiles for payment?

You are unable to combine two patient profiles or invoices for payment. Each Patient profile is separate and so are their invoices.

Can I search for a payment based on an amount?

The search bar is able to locate patients, Invoice or Transaction numbers , and labels.

Can a practitioner do their own payment in Noterro?

No, Noterro does not support two payment processors. The practitioner would need to handle their own payments outside Noterro.

Why does the insurance payment show as payable to the insured member instead of the clinic?

Sometimes the payee changes due to the patient's policy plan, where the plan will only reimburse the Patient.

Can I email a patient a payment link for their invoice?

There is no built-in payment link feature. However, you can manually add a payment URL to your email templates. Patients can also pay outstanding balances through the portal if billing is enabled in Web Portal & App settings.

If I cancel an appointment, does the payment get cancelled automatically?

No. Cancelling an appointment does not automatically cancel or refund the payment. You would need to manually delete the invoice or process a refund.

Send clients a link so they can add a credit card on file without making a payment.

Noterro does not have a feature that allows you to send clients a direct link to enter credit card information. Clients can add their credit card details when making a payment or booking an appointment, but there isn't a specific request link feature for this purpose.

Can customers pay using Apple/Google Pay through some sort of portal or booking site?

You can add a new payment method and accept Apple Pay and Google Pay for in-person transactions at your clinic; however, it cannot be used by patients to pay online through the booking site or patient portal.

Is a patient able to remove a credit card on file through the portal without me, the administrator, knowing?

No. Patients cannot manually delete a saved credit card from their profile. If a card needs to be removed, the information says patients should contact their clinic directly.

Can I use Elavon through Costco to process payments?

No, you can't use Elavon to process payments.

Using more than one payment methods for one transaction.

To add multiple payment types for one transaction, you can check this help article for the step-by-step guide:
https://support.noterro.com/hc/en-us/articles/360056789331-Add-More-Than-One-Payment-Type-to-an-Invoice

If I write off the remaining balance, does that amount go towards sales?

A write-off is not a payment, so it should not count as sales collected. It is recorded for accounting purposes to remove an unpaid invoice balance. You can use the Invoice Report to view write-off totals and make the appropriate revenue adjustments.

Is there a way for me to make a direct payment, rather than wait for my credit card to go through?

We do not have an option to make a direct payment for your Subscription. The payment will be deducted from your credit card at the time of renewal.

If I require clients to have a credit card on file in order to use online booking, can they enter a debit card instead? Or does it have to be a credit card?

Noterro does not directly determine which card types are accepted. This depends on your connected payment processor, such as Square or Shift4, and the country/region of the merchant account.

For confirmation on whether specific credit or debit card types are accepted, check with your payment processor.

How do I get a client to waive the requirement to provide a credit card?

Noterro does not have a feature to waive an individial from providing their credit card information. It must be turned off clinic wide. 

How do the payment gets in my bank account? Client pay online via Noterro and how do noterro send me the money?

Payments processed through your connected payment processor are deposited into your bank account according to that processor’s payout schedule.

For example, if you use Square, Square processes the card payment and sends the funds—minus processing fees—to the bank account connected to your Square account. Noterro records the invoice and payment, but it does not deposit funds directly into your bank account.

For cash, debit, e-transfer, or another external payment method, you collect the payment outside Noterro and then manually record it on the invoice.

Does membership use ach?

Automatic payments for memberships can be done through square and shift4 integration..