How can I manage Affirm payments and transactions in RepeatMD?
RepeatMD offers features to help you manage and monitor Affirm payments within your practice. Below are detailed guides on accessing reports and understanding transaction details associated with Affirm.
Generating Affirm Transaction Reports
To generate a report outlining all Affirm transactions:
Open your app’s Shop Summary view.
Locate and use the filter for Payment Method.
Select Affirm as the payment method.
Apply or confirm the filter to view a list of all transactions processed via Affirm.
Download the report directly from the Shop Summary view for your records.
Understanding Affirm Transaction Details
When a patient checks out using Affirm, here are some key facts about processing and what is visible in RepeatMD:
RepeatMD displays the full transaction amount for purchases made via Affirm.
Once a patient completes payment, Affirm creates a loan, pays your practice the full amount upfront on the patient's behalf, and manages the loan terms directly with the patient.
Loan-specific details, such as installment schedules or remaining balances, are not available in RepeatMD. If further details about the patient's loan are required, they can be viewed in the patient's Affirm account.
By using these tools in RepeatMD, you can effectively monitor and manage transactions processed through Affirm.