/
Setting up payment methods

Setting up payment methods

At Setup > Payment methods, users with the Maintain payment methods privilege can create new payment methods or edit existing ones.

QuickBooks integration

If your system is integrated with QuickBooks, and you modify your list of payment methods in Blueprint OMS, you'll have to then go into QuickBooks and make exactly the corresponding change to your list of payment methods there; failing to do this will result in skipped transactions.

Deposit accounts and refund accounts

Each payment method has a deposit account and a refund account associated with it. If the deposit/refund account is set to Undeposited payments then the payments/refunds of that method will be depositable at Accounting > Enter deposit.

Prompt for card swipe (US only)

If your system has a payment processing integration, you can specify whether a given payment method will be for integrated payments, by using the Prompt for card swipe checkbox in the method's details dialog. When this box is checked, then when you take payments of this type, you will be prompted for a card swipe. Similarly, refunds for these payment methods will be integrated.





On this page



Related content

Integrated payment processing (US only)
Integrated payment processing (US only)
More like this
Online patient payments (US only)
Online patient payments (US only)
More like this
Receiving/applying patient payments and credits
Receiving/applying patient payments and credits
Read with this
Making bank deposits
Making bank deposits
More like this
Online forms
Read with this
Refunding credit/debit cards
Refunding credit/debit cards
More like this