Can I take payment from my client when they are in clinic?

Users based in the UK have the ability to integrate with Square which includes the option to pair a Square Terminal to WriteUpp to provide fully integrated, seamless card payments to your clients:

Taking in person payments using the Square terminal

Alternatively, there is a workflow that you can follow to take payment using the pay invoice link or button on an invoice:

Create an invoice, for the appointment you'd like to charge your client for, by clicking Create-> Invoice

Select the appointments and expenses you'd like to invoice and click the green Generate Invoice button at the bottom of the page

Specify that the invoice will be payable by the Client

Click Save Invoice at the bottom of the page

Once the invoice is generated click on either the Pay invoice button or link

This will open the payment page, from here simply enter your client's name, email address, postcode (lookup will use the postcode to populate the address fields), card number, expiry date and CVC

Click the blue Pay button at the bottom of the page

Bear in mind that the client may have to complete additional verification steps as part of the Strong Customer Authentication (SCA) regulations.

The invoice will now be marked as Paid, with the payment provider added to the payment comments at the top of the invoice

Updated on: 01/08/2022