Through Hippo Manager's integration with Clearent, users can save a client's credit card for future invoicing. For more information about Clearent, check out Index: All Things Clearent.
Important Note: The steps below only apply to practices using Clearent terminals.
Saving a Client's Credit Card
1. After the patient's invoice has been created and you are ready to collect the owner's Payment, from the Checkout page, select the Credit/Debit Card option from the Add a Payment dropdown list. Then select Add Payment to continue.
2. From the slideout menu, select the preferred terminal from the list and then select the Save Credit Card toggle to enable. Next, in the Saved Card Name text field below, you can type a card name to help identify the payment method in the future. Then select Add Payment to continue.
3. Continue to the credit card terminal and insert the client's credit card. Alternatively, enter their credit card information manually.
4. Once the payment has been processed, it will automatically be applied to the patient's invoice. Select Complete Invoice to close it and generate a receipt.
Using a Client's Saved Credit Card
1. After the patient's invoice has been created and you are ready to collect the owner's Payment, from the Checkout page, select the Credit/Debit Card option from the Add a Payment dropdown list. Then select Add Payment to continue.
2. From the slideout menu, select the Saved Credit Card option and then select the saved credit card from the list below. Then select Add Payment to continue.
3. Once the payment has been processed, it will automatically apply to the patient's invoice. Select Complete Invoice to close it and generate a receipt.
Helpful Tip:
If your practice uses Clearent's virtual terminals to collect payments, check out Checkout: Saving a Clients Credit Card Using Virtual Terminals.