Process Invoice Payments

You must Enroll in Payment Processing to be able to process payments in My Clients Plus. My Clients Plus processes payments using two different secure payment processors: Vantage, and Ensora Payments with Stripe. The steps to process a payment in My Clients Plus depend on your payment processor.

How do I know which payment processor My Clients Plus uses for my practice?

Depending on which payment processor your practice is using, click the appropriate link below to learn how to process your payments in My Clients Plus.

Jump To Section: 

• Process Invoice Payments: Ensora Payments & Stripe  
  • Process a Payment from the Schedule
  • Process a Payment from the Client Ledger

Process Invoice Payments: Ensora Payments & Stripe  

You must Enroll in Payment Processing to be able to process payments in My Clients Plus. Once enrolled, you can accept credit card payments from clients from within your agenda or by using the client ledger. You can also set up Automatic Transaction Receipts.

Before You Begin: To Enable Payment Processing or Troubleshoot Payment Processing Issues, make sure your browser, device, and operating systems are configured correctly. 

Process a Payment from the Schedule

1. Click on the Schedule tab in the menu bar, then locate the Appointment you are accepting payment for.
2. Click the Add Invoice button, or click the Invoice Number if an invoice has already been created. 
   
    
3. Click Apply Payment. 
   
    
4. Under Payment Info, select Client Payment.
5. Enter the Total Amount you are charging.
6. Under Payment Method, select Credit/Debit Card.
7. Click the green Charge Payment Method button.

   NOTE: Use the Record Payment button to record cash/check payments or credit card charges that were processed outside of My Clients Plus.

    
   
    
8. Click the dropdown to select a Saved Payment Method or select New Payment Method. If you select New Payment Method, fill in the Card Number, Expiration, CVC, Country and Zip fields, and select the Save for Future Use checkbox to save this payment method for the patient. 

   NOTE: Click the Cancel button to return to the client ledger.

9. Click the Submit button. 

   IMPORTANT: Do not close or refresh the page while your transaction is processing.

    
    
10. The payment window closes and you return to the client ledger. A green banner displays in the top right corner indicating the payment processed successfully.
     

Process a Payment from the Client Ledger

You can process payments for one or more invoices for a single client at the same time using the Client Ledger. This is helpful when processing payments for clients who have a balance and want to pay off multiple invoices at the same time. 

1. Click on the Client tab in the menu bar, then select the Client you are accepting payment from to open their Client Profile.
   
    
2. Click Ledger under the client's name in the side menu.
3. Click the Accept Payment button. 
   
    
4. Under Payment Info, select Client Payment.
5. Enter the Total Amount you are charging. 
6. Under Payment Method, select Credit/Debit Card. 
7. Use the Checkboxes to select the invoice(s) you are applying payment to.
8. Click the green Charge Payment Method button.

   NOTE: Use the Record Payment button to record cash/check payments or credit card charges that were processed outside of My Clients Plus.

   
   
    
9. Click the dropdown to select a Saved Payment Method or select New Payment Method. If you select New Payment Method, fill in the Card Number, Expiration, CVC, Country and Zip fields, and select the Save for Future Use checkbox to save this payment method for the patient. 

   NOTE: Click the Cancel button to return to the client ledger.

10. Click the Submit button. 

    IMPORTANT: Do not close or refresh the page while your transaction is processing.

    
     
11. The payment window closes and you return to the client ledger. A green banner displays in the top right corner indicating the payment processed successfully.

Request/Collect via Client Portal  

Request Clients to Provide Payment Information through the Client Portal by asking them to Add and Save a payment method for future use. Once a client adds a card on file in the Client Portal (Client Portal: Make a Payment), the provider will have saved card information under Saved Payment Method to charge the Client Card and apply it to Invoices as needed.  
 
The alternative is that Client could process the payment themselves from the client portal. (link: how to make a client portal payment) Note: Provider must create an invoice (with amount due) for client to pay balance due.