Out of pocket payments
Manage business bank account, build packages for clients, accept card payments
- Getting Started: Client Payments
- Link bank account to receive payments
- Store, add, or change a client's card on file
- Subscription Services Within Healthie
- FAQs: Card payments through Healthie
- Invoices
- Save an Invoice as a Template
- Having others pay a client invoice
- Promo codes
- Gift Cards
- Client Credit system
- Enabling Clients To Gift Packages
- Managing a Failed Client Payment
- Refunding / adjusting a payment to a client
- Client initiated chargeback
- ACH Payments
- Payments Dashboard (View past and processing transactions)
- Sales Tax & Additional Fees
- Download a Payment Receipt