With Jane Payments
Jane Payments is our simple, flexible payment system where you can store client cards on their profile, accept online booking pre-payments online, and send e-invoices to clients for outstanding balances — all within Jane. To get started, visit your Settings Tab > Jane Payments area.
Option 1: Process Card on File
If you already have the client’s credit card information stored in their profile, you will be able to process payment right after the session and provide a receipt using the standard payment workflow.
If the client does not yet have a card saved on file, they can add one from their My Account portal.
Learn how this works here: Add a Credit Card from the Client My Account Page.
Option 2: Pay Balance Email
You will be able to send a personalized message along with an invoice for their outstanding balance to your client. This requires that the session has been arrived in order for the amount owing to reflect the appropriate balance. This option is particularly handy if you do not already have the client’s card information on file, as Jane will store this information for next time once payment has been collected.
Read more about using the Pay Balance email on our guide, Paying Balances Online.
Option 3: Pay Balance Text
Sometimes inboxes can get so full that it’s easy to miss something. You can help your clients cut through the clutter by sending them a Pay Balance Text Message. Similar to the Pay Balance Email, a Pay Balance Text lets you add a personalized message and sends your client a secure link to pay their full outstanding balance. Clients can pay with a credit card, Apple or Google Pay. After paying, clients have the option to download or print their receipt.
Read more about this feature in our Paying Balances Online guide.
Option 4: Online Booking Policy (Require Card on File)
With Jane Payments, you’ll also be able to specify an Online Booking pre-payment policy under the Settings Tab > Online Booking area.
You may wish that a client require a credit card on file or full payment prior to finalizing their booking.
Here is our guide on Online Booking Permissions with a bit more information on where to set this up in your account.
Without Jane Payments
If you do not have a Jane Payments set up, not to worry! You will still be able to generate and download an invoice for the session to send to your client.
To do this from the schedule, click on the arrived appointment and look for the Billing Info section of the right-hand appointment panel.
Please note that for Group Online Appointments, there will only be one invoice for the Primary Client.
From here, you’ll want to click on the blue invoice text with the patient’s name and invoice number.
Next, you can print and download the invoice, or email it to your client.
To view or process a refund for pre-payments, you’ll find more information in these guides:
Didn’t find the answer you were looking for? You can always reach out to us by email at [email protected] or by phone at 1-844-310-5263 (Mondays through Fridays from 6am to 5pm PST) and we would be happy to guide you in the right direction!