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Transitioning from Payfirma to Jane Payments

  1. Jane Payments
  2. Transitioning from Payfirma to Jane Payments

    3. 10 min read

Hi there, and welcome. We’re really glad you’re here.

This guide walks you through every step of switching from the Payfirma Integration to Jane Payments so that the process feels clear and manageable. Most clinics will be able to complete the active admin in about 15 minutes per payment account.

One step that needs a little extra care is re-collecting your clients’ credit card details. Jane is fully PCI-compliant, which means we never store full credit card numbers in your account, so each client’s credit card information will need to be collected again.

Fortunately, Jane Payments includes multiple additional tools that help you collect cards quickly and securely.

Let’s get started.

Your transition at a glance

You’ll move through 4 stages:

  1. 🏦 Set Up Jane Payments
    Activate your Jane Payments account. This usually takes about 5-10 minutes per account.

  2. 🧾 (Optional) Order a Terminal
    If you take in-person payments, you can order a Jane Payments Terminal to bring all of your payments together in Jane.

  3. 💳 Deactivate the Payfirma Integration
    Disconnect Payfirma so new cards are saved correctly to Jane Payments.

  4. 💵 Collect Updated Cards in Jane Payments
    Gather your clients’ card details using Jane’s secure tools.

🎁 Bonus: Explore all the new features you’ll gain access to when you switch to Jane Payments.

1. 🏦 Start: Set up Jane Payments

This first step usually takes 5-10 minutes.

How to sign up

  1. In Jane, go to Settings → Jane Payments
  2. Click I’m in, let’s do this and follow the prompts
  3. Once your account is active, you can start processing payments right away

After signing up

Once your Jane Payments account is active (more on that in Step 3), it’s ready to start taking integrated payments.

  • When you’re ready, you’ll disconnect Payfirma (see Step 3) so every new card and payment is stored in Jane Payments
  • You’ll re-collect your clients’ credit card details in Jane Payments (see Step 4)

A complete guide to signing up for Jane Payments


2. 🧾 (Optional) Order your Jane Payments Terminal

Jane Payments offers both integrated online payments (like your Payfirma integration) and an integrated POS or terminal. If you take payments via POS or terminal, this can be a great time to unify your in-person and online payments directly inside Jane.

This simplifies reporting, payouts, and transactions by keeping everything in one place, with no manual payment entry. Reconciliation is easier since each payment links directly to the correct client and visit.

You can order a terminal directly from Settings → Jane Payments:

  • $279 CAD + applicable taxes (Canada 🇨🇦)
  • $239 USD + applicable taxes (US 🇺🇸)

Steps: - Click + Add Item → Order Terminal - Terminals ship within 2–5 business days in Canada and the US - You can begin processing online payments right away while your terminal is on its way

Everything you need to know about ordering and setting up your Jane Payments Terminal

3. 💳 Remove the Payfirma Integration

Before you start collecting updated card details, there’s one key step that keeps everything organized.

When Payfirma is still connected, Jane can’t reliably tell whether a new card should be saved to Payfirma or Jane Payments. This can lead to cards being saved in the wrong place. Removing the Payfirma integration ensures all new cards are stored securely in Jane Payments.

Before you remove Payfirma, confirm:

  • Your Jane Payments account shows as Active in Settings → Jane Payments
  • You no longer see the red banner that says “Some more information needs updating in your account.”

Once everything looks good, you can safely remove the Payfirma integration.

How to deactivate Payfirma

In Jane, go to: Settings → Jane Payments → Payfirma → Pencil icon

From here, click Delete at the bottom of this page.

After removing the integration, you can contact Payfirma Support to close your account:

Once your Payfirma account is closed, any refunds for past Payfirma transactions will need to be issued outside of Jane and recorded manually (for example, as a cash refund), since Jane can’t process them once the integration is removed.

4. 💵 Collect updated cards in Jane Payments

Cards stored in Payfirma won’t be transferred to Jane Payments. Because Jane is fully PCI-compliant and doesn’t store full card numbers, you’ll need to re-collect your clients’ card details.

The good news is that you can do this passively over time using Jane Payments. There are several secure ways to gather updated cards, and you can choose what fits best with your clinic’s workflow.

Ways to gather updated card details

As you collect new cards, they’ll appear under Billing → Credit Cards in each client’s profile. You can mix and match any of the options below.

Collect Credit Cards on Intake Forms

  • Best for: New or returning clients filling out intake forms
  • How it works: Add the credit card step to your intake forms and choose whether it’s optional or required. The Intake Form will only request card details if the client does not already have a card on file.

Online Booking Credit Card Policy

  • Best for: Clinics with lots of online bookings
  • How it works: Require a card on file or payment at booking. Clients enter their card when confirming the appointment.

Paying Balances Online

  • Best for: Clients with outstanding balances or who prefer online payments
  • How it works: Send a secure link via email or SMS. When the client pays, Jane saves the card (with permission).

Add a Credit Card in the Client Portal

  • Best for: Clients who prefer self-serve options
  • How it works: Clients can add or update cards from their My Account page at any time.

Saving Credit Cards from the Jane Payments Terminal

  • Best for: Clinics with regular in-person visits
  • How it works: When clients tap, chip, or swipe at checkout, you can save the card to their profile for future visits.


💬 Optional ways to notify clients

If you’d like to give clients a heads-up about re-collecting card details, here are a few optional communication ideas with sample wording.

Online Booking Banner

  • Go to Settings → Language → Notice / Message on Online Booking Pages
  • Sample message:
    > “For existing clients, you’ll be prompted to re-enter your credit card the next time you book as part of a payment system update.”

Confirmation or Reminder Emails

  • Go to Settings → Language → Reminder Email: Details
  • Sample message:
    > “As part of a payment system update, you may be prompted to re-enter your credit card details. Your card will be stored securely in your account.”

Front-Desk Script

  • Sample message:
    > “We’ve upgraded to a new payment system in Jane, so we’re collecting updated credit card details. It only takes a moment, and your information will be saved securely for future visits.”


🎁 Bonus: Explore your new Jane Payments features

Once Jane Payments is active, all new payments will flow through it. Payouts are daily on a two-day rolling basis, and all reports, deposits, and transactions now live in one place.

Helpful financial reporting

Additional Jane Payments features


✔️ Final checklist

  • ☐ Sign up for Jane Payments
  • ☐ Order your terminal (optional)
  • ☐ Remove the Payfirma integration
  • ☐ Add an announcement about re-collecting cards (optional)
  • ☐ Enable your preferred methods for collecting client credit cards

💙 Wrapping up

Switching from Payfirma to Jane Payments brings every part of your payment process under one roof. Re-collecting card details may feel like an extra step, but once it’s done, everything runs more smoothly and securely.

We’re here to make the transition feel easy and supported.

If you’d like a hand getting set up, you can book a call with our team here.