Managing Received payments

Updated on: 02/12/2025

Within the “Received Payments” feature, payments made by clients are stored under the “Details” section of their respective commitments. Through the manual, you will be guided on how to manage these payments from start to finish.

Note: Payments for appointments are intermediated by service providers, who will confirm the receipt of the payment.

Register Payments

To confirm the receipt of a payment from the client, certain prerequisites must be met.

1. You must have a provider account.
2. You must have appointments on your account without completed payments.
3. Your provider account must be assigned a role with the appropriate permissions for creating Financial categories, including the following

Once all necessary configurations are in place, you may follow the steps below to register the client’s payment for the commitment:

1. Click on the module labeled “Appointments”.
2. After entering the module, select the “Appointments” option.
3. Search for the commitment for which you wish to register the payment and click on it.

Note: Pay attention to the date filter, as your commitment will not appear in the search results if it is outside of the specified time period.

4. Click on the “Payment” tab.
5. Click on the “Payment method” field.
6. Select the payment method chosen by the client.

Note: Depending on the selected option, some fields will disappear, and new ones will appear. The only field that will remain visible across all options is the “Payment Status.

• 6.1.: If you choose the “Cash” option, fill in the “Received cash amount” field with the amount of money given by the client.

Note: The “Change” field will automatically adjust to the amount received minus the service fee.

• 6.2: If you choose the “Credit card” option, fill in the “Payment identifier” field with the invoice number and attach the invoice in the “Payment proof” field.

Note: The “Installments” field is used to determine the number of installments in which the payment will be divided. Fill it in if necessary.

• 6.3: If you choose the “Bank transfer” option, fill in the “Payment identifier” field with the invoice number and attach the invoice in the “Payment proof” field.
• 6.4: If you choose the “Health insurance” option, fill in the “Health insurance authorization code” field with the authorization code provided by the health insurance plan.

7. Click the “Register payment” button.
8. Once done, the payment has been registered. Click on the “Finances” module and select the “Receive Payments” feature to view all information related to this payment.

Edit Payments

To edit a payment, certain prerequisites must be met:

1. You must have a provider account.
2. You must have appointments on your account with completed payments.
3. Your provider account must be assigned a role with the appropriate permissions for creating Financial categories, including the following:

Once all necessary configurations are in place, you can follow the steps below to edit the payment information for the client’s commitment:

1. Click on the module labeled “Appointments”.
2. After entering the module, select the “Appointments” option.
3. Search for the commitment you wish to edit the payment information for and click on it.

Note: Be mindful of the date filter, as your commitment will not appear in the search results if it is outside of the specified time period.

4. Click on the “Payment” tab.
5. Click on the “Payment method” field.
6. Once the prerequisites for permissions are met, simply edit the desired fields.

Note: *All changes made to the appointment are properly logged in the “Receive Payments” feature within the “Finances” module. To access it, follow the steps below.

7. Click on the module labeled “Finances”.
8. After entering the module, select the “Received Payments” option.
9. Search for the commitment you wish to validate payment information for and click on it.
10. Click on the “History” tab.