Overview
RepeatMD supports Affirm as a payment method at checkout. When a patient pays with Affirm, your practice receives the full transaction amount upfront while Affirm manages the loan directly with the patient. Use the Shop Summary report to list, review, and export Affirm transactions.
This article is for practice owners, managers, and admins who reconcile financed purchases and answer patient billing questions.
Before You Start
You need access to Reports in the Admin Panel.
Open Shop Summary from the Reports section of the left-side navigation.
Affirm transactions appear like other payment methods in Shop Summary with the full purchase amount — not individual installments.
Loan schedules and remaining balances are not available in RepeatMD. Patients view those details in their Affirm account.
Why It Matters
Affirm can increase average order value by letting patients finance treatments and packages. Monitoring Affirm transactions helps you:
Confirm your practice was paid the full amount when a patient selects Affirm.
Reconcile payouts alongside credit card transactions in Shop Summary.
Answer front-desk questions about whether an Affirm checkout completed.
Export records for accounting without logging into Affirm.
How It Works
Checkout flow: When a patient checks out with Affirm:
The patient completes Affirm’s financing flow at checkout.
Affirm creates a loan and pays your practice the full transaction amount upfront on the patient’s behalf.
Affirm manages loan terms, installment schedules, and remaining balances directly with the patient.
RepeatMD records the transaction in Shop Summary with Affirm as the payment method and the full purchase amount.
What RepeatMD shows vs. what it doesn’t:
Visible in RepeatMD | Not visible in RepeatMD |
Full transaction amount | Installment schedule |
Payment method: Affirm | Remaining loan balance |
Order ID, patient, date, discounts | Affirm interest or APR details |
Disbursement date and amount | Patient’s Affirm login details |
Relationship to disputes and refunds: Affirm transactions follow the same dispute and refund rules as other payment methods. See View and understand disputed payments (Admin Panel) and Issue full and partial refunds (Admin Panel).
Step-by-Step Instructions
Generate an Affirm transaction report
Log in to the Admin Panel.
Click Shop Summary in the Reports section of the left-side navigation.
Click the Payment method filter at the top of the report.
Select Affirm.
Apply or confirm the filter to view all transactions processed via Affirm.
Optionally narrow further by Transaction date, patient name, or location.
Review an Affirm transaction
Locate the transaction in the Transactions table.
Confirm the full transaction amount, patient details, transaction date, discounts, and disbursement information.
Scroll to Transaction details for line-item breakdown if needed.
Download Affirm transaction records
With the Affirm payment-method filter applied, use the download/export option in Shop Summary.
Save the file for accounting or internal records.
Best Practices and Pro Tips
Filter by date range monthly to reconcile Affirm volume against overall Shop Summary totals.
Direct patients to Affirm for installment schedules, remaining balances, or payment changes on their loan.
Do not assume partial payments in RepeatMD — your practice was paid upfront; Affirm handles patient repayments.
Cross-check patient Order History when a patient questions whether Affirm checkout succeeded.
Review payout method breakdown on the Services dashboard to see Affirm’s share of payment mix over time.
Common Mistakes and FAQs
Q: Does RepeatMD show Affirm installment schedules?
A: No. Installment schedules and remaining balances are available only in the patient’s Affirm account.
Q: Was my practice paid the full amount when a patient used Affirm?
A: Yes. Affirm pays your practice the full transaction amount upfront. RepeatMD displays that full amount in Shop Summary.
Q: Why does Shop Summary show one lump sum instead of monthly patient payments?
A: RepeatMD records the merchant transaction — your upfront payout — not the patient’s ongoing loan repayments to Affirm.
Q: Can I filter Affirm transactions by patient?
A: Yes. Apply the Affirm payment-method filter, then filter by patient full name, phone number, or email.
Q: Do Affirm transactions appear in other reports?
A: Yes. Affirm checkouts contribute to Services, Memberships, and summary charts in Shop Summary. Filter by payment method in Shop Summary for Affirm-specific lists.
Q: Can I issue a refund on an Affirm transaction?
A: Refunds follow standard RepeatMD refund workflows. See Issue full and partial refunds (Admin Panel). Active disputes lock refunds.
Next Steps and Support
Use the Shop Summary report (Admin Panel) — full Shop Summary reference
Need help? Email support@repeatmd.com