This article will show you the steps to collect payment as the merchant by creating a Payment Plan in iCorePay
Step 1:
Select the invoice you wish to take payment for from the “Invoice” tab. The status must be “incomplete” in order to take payment.
- Click on “Make Payment” under Invoice Actions
Step 2:
iCorePay offers “Pay Now” or “Pay Later” options. The payment methods offered are based on the methods configured when setting up iCorePay. For this example, we will take full payment using a remote credit/debit card.
- Click on the “Credit/Debit Card” box.
Step 3:
Select whether you’d like to take remote or in person. For this example, we’ll select Remote.
Step 4:
- Confirm the payment amount – you can use more than one payment method on an invoice, so you can adjust the amount to be put on this card under “Payment Amount”
- Confirm the billing address, if another billing address needs to be used, uncheck the ‘Use default name and address’ and enter the billing address for the card to be used
- Enter the card details
- Click “Save Payment”
If a patient has been selected during invoice creation there will be an option to save the card for future payments. If this box is checked, iCorePay will save the card securely allowing you (or your patient!) to easily use that card for future payments.
Step 5:
The final step is to submit the payment arrangement
- Click “Submit Payment Arrangement”
- Once the payment is submitted, you will get a receipt showing the payment details, see below.
- This confirms that the payment was successful and will change your invoice status to “Captured” or “Active Installment”.
If you do not see a receipt then the payment is not complete!