This article continues from Part 3: Configuration.
Now that you've configured payments for your practice, you're ready to accept your first payments!
Create a Booking
The payment system is closely linked to your appointments in the calendar. To initiate a payment, first create a booking:
Go to Calendar and click the + button.
Select the client, service, and time.
Review the Invoicing section. Here, you can override the clinic’s default payment process. For this example, select Automatic.
Click Add Booking.
That's it 👏 Just created a booking and an invoice in a matter of seconds. With automatic mode selected, there's nothing more for you to do. The system will automatically send the payment link to the client and chase the payment if it's not paid on time.
Viewing Invoice and Payment Status
In the previous step, an invoice was created. Now, let's see where we can find it.
In the sidebar, click Clients and find the client for whom you created the appointment.
Go to the Invoices tab to view the invoice. Initially, the invoice is a draft, allowing for changes until the payment link is sent.
If you click on the invoice you will see a preview and be able to make changes, if necessary.
In this example you can see that the payment link hasn't been sent yet. That's because our payment configuration is set to send payment links 15 minutes after the appointment. Until the payment link is sent, the invoice is a draft and allows therapists to make changes.
Client’s Perspective
Let's see how this looks from the clients perspective.
After the appointment, the client receives an SMS or email with a payment link. They click the link, go to the payment page, and can choose to pay with a range of different payment cards.
💡 Tip: Practitioners can also view the payment page via Client → Invoices → Select an invoice → … button → Go to Payment Link.
Congratulations on your first payment 🚀
If you're curious if your client has paid the invoice or not, simply navigate to the invoice pane in their client record and see the payment status. This will automatically update when the invoice is paid, no need to check your bank statement.
What happens if a client doesn't pay?
Konfidens will automatically follow up unpaid invoices for you over a period of several weeks. You'll be able to track this process in real time from the invoice tab. If, ultimately, the client doesn't pay, the invoice will be marked as ready for debt collection and you can hand it over to a debt collector of your choice.
Handling Existing Bookings
Bookings made before activating payments won’t automatically send payment notifications. You can manually add payments to these pre-existing bookings.
This is covered in the next guide: Part 5: Existing Bookings.