Can I take payment from my client when they are in clinic?
Users based in the UK can integrate with Square, which includes the option to pair a Square Terminal to WriteUpp. Provide fully integrated, seamless card payments to your clients using the terminal -> Taking in person payments using the Square terminal
Alternatively, there is a workflow that you can follow to take payment in clinic using the pay invoice link or button on an invoice:
Create an invoice, for the appointment you'd like to charge your client for, by going to Create -> Invoice
Select the appointments and expenses you'd like to invoice and click the green Generate Invoice button at the bottom of the page
Specify that the invoice will be payable by the Client
Click Save Invoice at the bottom of the page
Once the invoice is generated click on either the Pay invoice button or link. Read How do I add a payment link/button to my invoices? to learn how to add these Payment variables to your invoice footer.
This will open the payment page. From here simply enter your client's name, email address, postcode (lookup will use the postcode to populate the address fields), card number, expiry date and CVC
Click the blue Pay button at the bottom of the page
Bear in mind that the client may have to complete additional verification steps as part of the Strong Customer Authentication (SCA) regulations.
The invoice will now be marked as Paid, with the payment provider added to the payment comments at the top of the invoice
Alternatively, there is a workflow that you can follow to take payment in clinic using the pay invoice link or button on an invoice:
Create an invoice, for the appointment you'd like to charge your client for, by going to Create -> Invoice
Select the appointments and expenses you'd like to invoice and click the green Generate Invoice button at the bottom of the page
Specify that the invoice will be payable by the Client
Click Save Invoice at the bottom of the page
Once the invoice is generated click on either the Pay invoice button or link. Read How do I add a payment link/button to my invoices? to learn how to add these Payment variables to your invoice footer.
This will open the payment page. From here simply enter your client's name, email address, postcode (lookup will use the postcode to populate the address fields), card number, expiry date and CVC
Click the blue Pay button at the bottom of the page
Bear in mind that the client may have to complete additional verification steps as part of the Strong Customer Authentication (SCA) regulations.
The invoice will now be marked as Paid, with the payment provider added to the payment comments at the top of the invoice
Updated on: 07/02/2023
Thank you!