Collecting payments

Payments for orders can be recorded or collected via the Full Health Platform.

Payments by cash or those completed using a third-party terminal can be logged, or payments can be processed via the Full Health Platform using Stripe.

Processing payments via the Full Health platform

• If a medical product has a base price assigned during product setup, the client will be presented with the associated cost when they are booking a medical.
• After an appointment time has been selected and the client has registered their details, they are taken to the payments page, where they will be asked to enter their credit card details.

How to view payments

To view all payments made to your account:

• From the top bar, click on Clients > select Payments.
• Apply filters to find a specific record or show all payments of a specific status.
  

To view payments associated with a medical:

• Open the client's medical.
• From the left sidebar, under Financial, select Orders
• Click the relevant Order number to open the order

• From the Screening Schedule > click on the value in the Due column > click on the order number.
  

How to make a payment 

• Open the client's medical
• From the left sidebar, under Financial, select Orders
• Click the relevant Order number to open the order
  
• If applicable, select Apply discount before taking payment
• Select Make a payment
• Choose the Payment type. 
  • Stripe -  to process a credit or debit card payment. 
  • Manual - to record a payment received by cash or via a third-party payment terminal. 

• Click Submit Payment.
• A payment receipt is generated automatically when the payment is successfully processed.