Do some of your patients like to pay for certain Services in installments? Clerk can assist with that! 💸
✨Note:✨ Installments will only work if you are integrated with our Payment Management Partners. Please reach out to Support@GetClerk.com if you would like to receive more information about this.
On any Invoice, the Payment Type dropdown should include the option for installment:
✨PSST!✨ If you do not see the option for installments, you will want to double-check that this is a payment option in your Settings, which you may CLICK HERE to learn more about!
Once you choose installment, you can then choose the Amount and Number of Installments the patient would like to make. This will allow a patient to make automatic payments on a single Invoice over the chosen length of time.
Once the installment payment schedule has been created, you can view this from the Pay Integration tab of the Patient Profile:
If you need to edit the installments, you will want follow the following steps:
Delete the installment cycle under the Recurrings section of the Pay Integration tab.
Go back to the original Invoice the installment was created on from the Financials tab of the Patient Profile.
Add a payment and select installment, which will create a new plan for the remaining balance.
And just like that, your patients are off to better budgeting! 🤓
✨FAQ:✨ Will these payments renew the services on the Invoice like a Subscription? Nope! But if you would like to learn more about Subscription payments, you may CLICK HERE!
✨PSST!✨ Need a refresh on how to create an Invoice? We got you - CLICK HERE!