Payments

Payment Overview

• Find Out Where a Payment Was Allocated
• Payments Module
• Add a Commercial Payment
• Allocate a Payment (Credit) From a Closed Period
• Default Print Receipt Checkbox
• Create a Receipt-Only Payment Reference

Client Payments

• Add and Allocate a Client Payment
• Add Payment from Group Appointment
• Add a Client Payment (That Staff Will Allocate Later)
• Find and Allocate a Client Payment (That Was Previously Added)

Edit or Refund Payments

• Delete a Payment
• Remove or Change a Takeback Credit
• Edit a Payment
• Create a Refund
• Restore Balance on Bill Line

Vantage Credit Card Payments

• Delete a Stored Credit Card for a Client
• Video: Process a One-Time Electronic Client Payment with Vantage
• Create a Refund with Vantage Payments
• Process an Electronic Client Payment with Vantage Payments

Complete Merchant Solutions (CMS) Payments

• Use Electronic Client Payment with CMS Payments