Set Up Recurring Payments

PracticeQ allows you to set up recurring payment plans that will charge client credit cards at predetermined intervals. 

‼️IMPORTANT: Recurring Payment Plans cannot be removed or edited; they can only be canceled and restarted after cancellation. If you need to make changes to a client's payment plan, please cancel the original plan and start a new one.

Before you can add a client to a recurring payment plan, you must create a generic plan template. 

Create a Payment Plan Template

1. Click Lists → Recurring Payments → Recurring Payment Settings.
2. Select the Payment Plans tab.
3. Click Add New Plan.Give the plan a Name, select a Payment Frequency, Number of Intervals, and the Price per Interval. (The amount that should be charged on each cycle.)

Note: If you click Add custom price for interval 1, you will be able to charge a different amount for the first period. Once you do that, the system will allow you to set a custom price for period 2 and so on, giving you the ability to have a different amount for each period.

In the example above, the system will charge $250 for the first month and $100 for all subsequent months.

Manually Add a Client to a Payment Plan

Once your plans have been created, you can easily add clients to a plan. 

1. Click Lists → Clients.
2. Locate the client and select the Plans tab.
3. Click Add Payment Plan. 
4. Select a Payment Plan and a Practitioner. 
5. Click Continue.

   

6. The following screen will show you the payment plan settings; enter the Start Date. 
7. Click Customize if you need to change any of the plan parameters, allowing you to create a personalized plan for the client.
8. If the Start Date is set to today, PracticeQ will make the first charge a few minutes after the plan has been created.

At any time, you can click on a recurring payment plan and PracticeQ will show you an overview of the plan. This includes the plan parameters, events related to the plan, a list of associated invoices, and the next billing date.