Add Credit Card to Patient's / Client's Account

There are two ways to add a credit card to a patient account.

Through an Unpaid Invoice:

  1. Click on an Unpaid Invoice (e.g. INV-3)
  2. Click on the purple Pay button
  3. Click on Select Payment Method
  4. Click on Add Credit Card for either Square or Bambora

Through a Patient Profile:

  1. Click on the Patient's name
  2. Click on Credit Card
  3. Choose Bambora or Square credit card you need to update
  4. Click Add credit card

Deleting a Credit on a Patient's Account

Adding Credit to a Patient's / Client's Account

Delete Credit Card from Patient/Client's Account

Generating a Patient's Financial Summary Report

There are two ways to add a credit card to a patient account.

Through an Unpaid Invoice:

  1. Click on an Unpaid Invoice (e.g. INV-3)
  2. Click on the purple Pay button
  3. Click on Select Payment Method
  4. Click on Add Credit Card for either Square or Bambora

Through a Patient Profile:

  1. Click on the Patient's name
  2. Click on Credit Card
  3. Choose Bambora or Square credit card you need to update
  4. Click Add credit card

There are two ways to add a credit card to a patient account.

Through an Unpaid Invoice:

  1. Click on an Unpaid Invoice (e.g. INV-3)
  2. Click on the purple Pay button
  3. Click on Select Payment Method
  4. Click on Add Credit Card for either Square or Bambora

Through a Patient Profile:

  1. Click on the Patient's name
  2. Click on Credit Card
  3. Choose Bambora or Square credit card you need to update
  4. Click Add credit card

Deleting a Credit on a Patient's Account

Adding Credit to a Patient's / Client's Account

Delete Credit Card from Patient/Client's Account

Generating a Patient's Financial Summary Report

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice