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Payments Dashboard (View past and processing)

The Point-of-Care (POC) Platform’s payment processing platform is your single-stop solution to track, manage, and collect payments from your clients. You can collect payments for Packages, Programs, products, co-pays, deductibles, and anything else you may need to receive payment from clients for. 

The POC Payments Dashboard enables you to review payments received through the POC, as well as those you receive outside of the platform but elect to record within the platform . 

IN THIS ARTICLE: #

  • Record an outside payment
  • Review Payments Received, Pending Payments, and Transfers
  • Review Payment History of a Specific Client

Record an outside payment #

There may be circumstances in which a client pays for something outside of the POCs online payment processor. For example, if they give you cash or check during a session, have previously paid you for credits that are remaining, or you use another tool like Venmo / Quickbooks.

You can still record this payment within the POC, which is useful for accounting and payment reconciliation. 

To record an outside payment, navigate to  Billing > Payments > Outside Payment > Add details

The payment will be recorded on your Payment Dashboard, as well as in your Payments Report. If you use the Credit System, you’ll want to manually add credits to your Client’s account so that they can book sessions with you. 

Review Payments Received, Pending Payments, and Transfers #

The Payments Dashboard ( Billing > Payments) shows you a real-time snapshot of the payments you have received, upcoming payments, pending transfers, and received transfers. You will see three tabs as part of this Dashboard.

Payments: The payments tab shows you payments that you have received through the platform. On this tab, you are also able to send a receipt to a client, by navigating to Actions (…) > Send Receipt to Client. 

You are also able to view failed payments that have not gone through. These payments will be denoted as “failed” in the Status column of Payments.

Quickly filter your payments to sort by All, Successful, and Failed by clicking the corresponding filter buttons on the top-right. 

Invoices: Review Invoices you have sent and received through the platform. 

Transfers: Transfers shows you the payments that have been deposited, and are in transit, to your bank account. Note: Payments processed through the POC can take 3-5 business days to reach your bank account. 

  • Available (green) means that money has been deposited in your bank account
  • Pending (yellow) means that money has in process of being deposited into your bank account

If you are interested in details about the Payments and Transfers you have received, we recommend downloading your Payments Report from the reports Tab in the main menu. 

Review Payment History of a Specific Client #

If you would like to view the Payment History for a Specific Client, you can do this within their Profile. 

Navigate to Client > Client Profile > Billing and you will see an overview of payments that your client has made to date, including their recent payment history, their card on file, and “Money Owed” which is the sum of all of their outstanding payment requests. 

Additional resources #

Practitioner Support: Submit your questions through the form on the Support page HERE

POC Weekly Training: Join one of our weekly trainings to ask questions and work through settings. Link to upcoming events is also listed on the practitioner support page HERE

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