Record a client payment directly from the Billing page.
Go to Billing>Invoices.
Select the client.
Click Add payment.
Choose a payment method: Card, Bank transfer, Cash, or Other.
Enter the payment details.
Click Mark as paid.
Receiving a virtual card payment from an insurance payer? Carepatron doesn't yet support applying virtual cards directly to a client account; run the card through a physical card terminal to process the payment. If possible, ask the payer to switch to ACH/EFT instead; it has lower fees, and you can post automatically in Carepatron.
Our team is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.