Accepting credit card payments
Overview
The Billing section in Embodia is where you create, manage, and track all patient invoices and payments.
From generating invoices to recording payments and monitoring invoice statuses, these tools help ensure your clinic’s financial workflows are accurate, consistent, and easy to manage.
Payment methods can connect to an online payment processor (Stripe) that will allow you to collect credit card information and process payment directly from Embodia. To learn how to connect Stripe to Embodia and set up your payment methods please visit this guide: Setting up your payment methods.
Collecting payment using credit card
Invoices represent the services or products provided to a patient. They can be created manually or automatically (e.g., based on consult statuses).
To collect payment using a credit card, go to the patient invoice page and click Add a payment:
This will open a form that will allow you to select the payment method and the amount to charge:
Click Submit.
If you select a payment method that is connected to a payment processor (Stripe), a new pop-up will appear that will allow you to:
- Email the invoice to the patient - the patient will receive an email with instructions on how to enter their payment information; or
- Enter the patient payment information (or select an existing payment method). Once the payment method has been entered, you can charge the credit card by clicking on Complete purchase.
Related guides
You can learn more in the following guides: