Accepting credit card payments

Overview

The Billing section in Embodia is where you create, manage, and track all patient invoices and payments.

From generating invoices to recording payments and monitoring invoice statuses, these tools help ensure your clinic’s financial workflows are accurate, consistent, and easy to manage.

Payment methods can connect to an online payment processor (Stripe) that will allow you to collect credit card information and process payment directly from Embodia. To learn how to connect Stripe to Embodia and set up your payment methods please visit this guide: Setting up your payment methods.

Ways to collect credit card information

There are multiple ways to collect a patients' credit card information:

  1. Collecting payment using credit card on an invoice. Learn more below.
  2. Manually adding a credit card to a patient's profile. Learn more in the guide, Managing patients' cards on file.
  3. Sending a payment information request. Learn more in the guide section, Sending a payment information request.
  4. Requiring credit card information in online booking. Learn more in the guide, Online booking settings.

Collecting payment using credit card on an invoice

Invoices represent the services or products provided to a patient. They can be created manually or automatically (e.g., based on consult statuses).

To collect payment using a credit card, go to the patient invoice page and click Add a payment:

Accepting credit card payments on Embodia's Practice Management System
This will open a form that will allow you to select the payment method and the amount to charge:

Accepting credit card payments on Embodia's Practice Management System


Click Submit.

If you select a payment method that is connected to a payment processor (Stripe), a new pop-up will appear that will allow you to:

Accepting credit card payments on Embodia's Practice Management System

 

You can learn more in the following guides: