Credit Cards Archives - BreezyNotes EHR

Announcing Our New Online Payments Integration

13.02.2019 Blog, New Release, News

BreezyNotes is pleased to announce the release of our Stripe integration for accepting online client payments! BreezyNotes customers can accept credit card and other online payment platforms directly through the provider interface or client portal. Providers can enter and store client credit card information securely and...

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,...

Set Up Online Payments (Credit Card/Apple Pay/GooglePay/Etc) Using Stripe

23.01.2019 Payments, Stripe, Support Posts

BreezyNotes works exclusively with Stripe to process credit card and other online transactions. In order to accept credit cards through BreezyNotes, you must first set up a Stripe account. Learn more at Stripe.com or click here to register. Once you have set up and verified your Stripe account,...