Setting-Up to Take Electronic Invoice Payments from Patients

If you want to patients pay for your products and services online, you need to enable electronic payments (card payments) feature.

Primarily, this will allow you to get paid electronically in a number of settings, including invoice payments. This feature, if enabled, will work alongside your patient direct booking feature described here to turn on upfront payments for appointments, if desired. We will add more features prospectively.

Use the following steps to enable card payments

Click on your profile icon / picture and choose My Account, then Subscription. On that tab, find and click the button labelled 'Enable Electronic Invoice Payments' or similar, then follow the instructions on the screen. ClinicYou historically used Stripe as the payment gateway to take payments and disbursement to your chosen bank account. Beginning 2025, we will be using Coherent as the payment rails.

The onboarding process is seamless but can be quite lengthy, depending on how your clinic is set up (Sole Trader, LLP, Limited Company etc.). This is an essential regulatory requirement for enabling electronic payments. Please see this page for more details on integrating with Coherent.

Once you enable electronic payments, all invoices emailed from the system will have a payment link. Patient click this link and follow instructions to pay. The system will then make the necessary adjustments on the invoice to reflect the payment.

Updated on: 23/02/2025