To configure the company's payment processors and payment methods, go to Company > Manage > Payment Processors.
From this section, you can:
- Select the default payment processor for patient card payments.
- Configure Square and PayPal by connecting their respective accounts.
- Access a tutorial video to help with the Square setup process.
- Select Amexzone Pay as the default processor for card payments, if it is enabled for your company.
- Create and manage custom payment methods.
- Configure each custom payment method with a name, description, and instructions for the customer.
- Define whether a custom payment method will be Active and/or Visible to the customer.
- Add custom questions and request additional information or file uploads as part of the payment process.
- Edit, enable, disable, or delete custom payment methods at any time.
This section centralizes the management of payment processors and payment methods, providing greater flexibility to customize the payment process according to your company's needs.