Noterro provides tools to manage payment methods easily

In the world of clinic management, having a streamlined and efficient payment process is essential. Noterro understands the importance of managing payment methods effectively, which is why we provide you with the tools to easily add, edit, disable, and delete payment methods. Let's explore each of these actions in detail.

Adding Payment Methods

Adding a new payment method is a crucial step in ensuring smooth transactions with your patients/clients. Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing from the menu that appears.
4. Scroll to the Payment Methods section.
5. Click on Add New.
6. Enter the name of the payment method.
7. Additionally, choose to enable or disable the Payment Method.
8. Click Save to add the payment method.

Editing Payment Methods

If you need to make changes to a payment method, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing from the menu that appears.
4. Scroll to the Payment Methods section.
5. Locate the specific payment method you want to edit and click on its name.
6. Update the necessary details, such as the payment method name or whether the Payment Method is enabled or disabled.
7. Click Save.

Keep in mind that changing the name of the payment method will apply this change on past transactions and invoices it may have been applied to.

Disabling Payment Methods

Disabling a payment method is useful when you want to temporarily remove it as an option for transactions. Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing from the menu that appears.
4. Scroll to the Payment Methods section
5. Locate the specific payment method you want to disable and click on its name.
6. In the payment method profile, uncheck Enable Payment Method.
7. Click Save.

Enabling Payment Methods

If you’ve previously disabled a payment method and want to enable it, Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing from the menu that appears.
4. Scroll to the Payment Methods section
5. Locate the specific payment method you want to enable and click on its name.
6. In the payment method profile, check Enable Payment Method.
7. Click Save.

Deleting Payment Methods

Deleting a payment method should be done with caution, as it permanently removes it from your clinic's payment options. If you're certain you want to delete a payment method, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing from the menu that appears.
4. Scroll to the Payment Methods section
5. Locate the specific payment method you want to enable and click on its name.
6. In the menu that appears, click on the Delete.
7. In the prompt that appears, click Yes, Delete to confirm deletion.

Please note that deleting a payment method will permanently remove it from your clinic's options. You cannot delete a payment method if it is used on an existing transaction, you'll need to disable it instead. Make sure to communicate any changes to your team members to avoid any disruptions.

Re-ordering Payment Method

Re-ordering your payment methods can be useful if you wish to organize the presentation of your payment methods on various screens. Here’s how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing from the menu that appears.
4. Scroll to the Payment Methods section
5. Locate the specific payment method you want to re-order and hold down the 6 dots to the left of the payment method name
6. Drag the payment method up or down in the desired position in the order.

By effectively managing payment methods in Noterro, you can ensure a smooth and efficient payment process for your clinic. If you have any questions or need further assistance, our support team is always here to help.