Payments Archives - BreezyNotes EHR

Client Charges: Charging for Private Pay or any Non-CPT Coded Session

19.03.2026 Administration, Payments, Support Posts

Charging for Private Pay or any non-CPT coded session [embed]https://youtu.be/fbVLOZkD6GY[/embed] Click on the black checkmark Select the code you want to bill for Click Apply Charge button It will ask if you want to Charge the Client, click OK to bill click Cancel not to Select...

Entering Client Copays

07.10.2025 Billing, Payments, Support Posts

When a Client has a Copay listed in the insurance section of the chart, it will show on their appointment: To take payment for a client's copay prior to the session: Click the checkmark on the client's appointment to 'check' them in: A "Check In" window...

How Clients With Client Portal Access Add Credit Cards

24.09.2025 Payments

Login to your account in the client portal Click the Forms Button at the top of the screen In the Forms dropdown, there is an Add Card button: This is the form with the generic auth agreement: That language can be modified via Administration > Client Portal - Card...

Search/Find Payments

28.02.2019 Payments, Support Posts

Finding a payment that's been entered into BreezyNotes is easy. Go to Payments and click the Search Payments tab. You can search based on any criteria listed in the Search Payment list: If you are search for a "Payment From," you must first choose a "Paying Entity" Depending on...

Toggle Auto Post of Payments via the Client Portal

23.01.2019 Client Portal, Payments, Stripe, Support Posts

You can toggle whether BreezyNotes automatically posts a payment made through the client portal or if it posts it as an Unapplied Balance. In BreezyNotes, Go to Administration > Globals and click the "Stripe" tab. If you'd like to have BreezyNotes Automatically apply payments, check the "Auto...

Accepting Payments via the Client Portal

23.01.2019 Client Portal, Payments, Stripe, Support Posts

Clients can review and pay their balances by logging into the Client Portal and clicking "Pay Invoice" from the navigation. On this page, they can review basic details about each date of service they owe on: They can choose to Pay the total amount due* or a...

Remove a Credit Card from a Client’s Account

23.01.2019 Payments, Stripe, Support Posts

Removing a Credit Card from a client's account is easy: Go to the client's chart In the right-hand side of the billing section, choose the payment source you'd like to remove Click the "Remove" button ...

Add a Credit Card for a Client

23.01.2019 Payments, Stripe, Support Posts

First - "Allow Credit Card Charge" must be set to "Yes" in the client's Notices tab (details here). Adding a Card via the Chart As long as you have saved your API keys (tutorial here) and "Allow Credit Card Charge" is set to yes for a client,...

Allow Credit Card Charges for a Client

23.01.2019 Payments, Stripe, Support Posts

**Just like unsecured communications via email/text, credit card processing is NOT HIPAA compliant. Your practice name will be sent to your client's credit card company, and their name and email will be stored with the credit card processor. Please make sure you have your consent...

Set Up Payment Alerts

23.01.2019 Payments, Stripe, Support Posts

Whenever a client makes a payment via the Client Portal, you can send a message to any number of users. You can also customize this message. This will also trigger an email alert if turned on for the user(s): Who Gets the Message By default the message will...

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