Payment policies explained
Set when a balance is due, from nothing up front to the whole amount at booking.
Table of Contents
A payment policy sets when patients pay. Under Setup, Policies, Payment Policy gives you:
Full Balance Due: the whole amount immediately.
A percentage due up front.
No Balance Due: pay later.
Apply to chooses the services, or Apply to every service. Policy summary shows the result. You can also Enable Express Booking, which needs online card payments.
Up next
Next, read Request payment on booking.