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...
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...
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...
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...
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 ...
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,...
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...
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,...