Capturing Credit Cards with Consent Forms

IntakeQ allows you to insert a credit card information form into a consent form template, which can be used to capture a client's credit card details.

The credit card form will connect directly with your payment provider allowing you to create invoices and process payments. This is the preferable way to store credit cards because it allows you to collect payment without having access to full credit card details, drastically reducing your liability.

Adding a Credit Card Form to a Template

To add the form to a consent form template, locate and click on the credit card icon in the text editor toolbar.

This is what the credit card form will look like in your consent form:

Charging a Client After a Credit Card Has Been Captured

The whole point of capturing a client's credit card is to be able to charge it later. Once the client has successfully submitted a credit card, it will be stored in your payment provider account, and associated with the client record in IntakeQ.

To create a charge, you must first have an appointment record for that client. If there are no appointment records for that client in your calendar, you can quickly create one just for this purpose, and even use a past date for that. Once the appointment is created, you can create a manual charge by clicking on the "Enter Payment Information" link.

Note: The new IntakeQ invoice system looks a bit different than the screenshot above. Instead of "Payment", you'll see "Invoice" with an actions button that will allow to to generate the invoice to process the payment.

In the dialog that opens next, you will see the captured credit card in a dropdown list. Just select it, enter the amount and click on "Confirm".

Alternatively, you can create the charge directly on your payment provider's website, however, the information about that charge won't be available in your IntakeQ account.

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