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 on file, 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: 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 generate and download an invoice for the session to send to your client.
To do this from the schedule, click on the completed appointment and look for the Billing Info section of the righthand appointment panel.
From here, you’ll want to click on the blue invoice text with the patient’s name and invoice number.
From here, feel free to add in any additional details if applicable, then click on the Print button on the top right to preview the invoice.
If everything looks good to go, you can download a PDF of the invoice to your computer, which you can then include as an attachment to an email to your client.
Didn’t find the answer you were looking for? You can always reach out to us by email at firstname.lastname@example.org or by phone at 1-844-310-5263 (Mondays through Fridays from 7am to 5pm PST) and we would be happy to guide you in the right direction!