With Jane Payments, you can process credit cards right from within Jane! But what if you want those transactions to deposit into different bank accounts, depending on which practitioner took the payment, or which location it happened at? We have you covered!

All you’ll need is an email address for each Jane Payments account, and to be a Full Access user of your Jane account.

First, you’ll want to head to the Settings > Jane Payments area of your Jane account, and click on the + Add Item button. You’ll then select New Account.

You’ll be asked to enter some information about the person and/or business entity signing up for the payment account. After you’ve completed that, you’ll be taken to the confirmation screen below. Click the link to edit your payment account settings.

You can also access this area from your Settings > Jane Payments area, and click the Pencil icon beside each Jane Payment account.

Once you’re here, you’ll have four options:

1. Name - this is how Jane will reference your payments account only in Jane. We’d suggest naming this after a particular practitioner or location.
2. Location - optionally set this payments account to only be used at a location you’ve set up in Jane.
3. Staff - optionally set this payments account to only be used for a particular staff member’s online payments, such as online booking prepayments, and pay balance emails.
4. Statement Descriptor - this is what will show up on your client’s credit card statement. Make sure it’s something that they’ll recognize!

Recommended setups

When using multiple Jane Payments accounts, it’s important to choose one clear routing strategy. Mixing approaches can lead to payments being routed to the wrong account for online booking prepayments, and pay balance emails.

Option 1: Assign payment accounts to individual staff:

• Use this setup if each practitioner needs their own deposits.
• Best for clinics where practitioners operate independently

This ensures payments are routed correctly based on the provider associated with the appointment or invoice.

Option 2: Assign payment accounts to different locations:

• Use this setup if payments should be separated by business entity, department, or revenue stream.

This ensures payments are routed correctly based on the location associated with the appointment or invoice.

⚠️ Avoid mixing setups

To prevent pay balance payments and online booking prepayments from routing to the wrong account:

• Avoid assigning one payment account to All Staff while another is restricted to a specific staff member

Choose either staff-based or location-based assignment (not both), which ensures payments route correctly, simplifies reporting, and helps prevent errors

Taking a payment

When you go to take a payment, you’ll see a list of all your payments accounts that are enabled for that location. In this example, you can select to charge the client’s Visa card ending in *4242 through either the Hooper’s Store or Gotham payment account.

Please note:

• In order to access Jane Payments Reporting, you’ll need to be Full Access or the Account Owner.

• If you are currently using percentage-based commission structures in your clinic, this would not be possible when setting up multiple Jane Payments accounts. It’s not possible to divide single payments between multiple Jane Payments accounts.

• You can use the same email address on multiple Jane Payments accounts. Even though the email is the same, each Jane Payments account is still separate and processes payments independently.

Happy processing!

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We’re just an email away.
If you’re setting up Jane Payments and want to chat things through, you can connect with us at [email protected].