Payments Overview
Click Payments in the left sidebar to see every payment across all of your accounts. Each row shows the Amount, Account Number, Lab Fee Amount, Status (e.g., Succeeded, Failed, or Partially Refunded), Payment Method, Reason, who initiated it (or Autopay), and when. Use Search and Refresh to find payments, and click a row to open that ECP's Payments tab.
Lab Pay – A statement payment to your lab.
Point Of Sale – A payment the practice collected from a patient through SpecCheck.
An ECP's Payments Tab
Open an ECP and select Payments to see their Statement Balance, Outstanding Statement Balance, and Due Date; their Autopay, Partial Payments, and Card Processing Fee settings; and their Payment and Statement History. Click the download icon next to a statement to save it.
Make a Payment on an ECP's Behalf
On the ECP's Payments tab, click Make Payment.
Select the User whose payment method you'll charge, then choose their Payment Method.
Confirm the Amount to Charge and the Card Processing Fee (%). The fee you enter here only applies to this payment.
Click Make Payment.
To set up recurring payments instead, see Enabling Autopay for ECPs.