Tutorial | Jane Payments (In App Processing)

Introduction

This tutorial will guide you through the process of using Jane Payments for in-app processing. You'll learn how to add a credit card for a client, process payments, and send pay balance emails. This is particularly useful for health professionals using Jane App to manage their practice efficiently.

Step 1: Adding a Credit Card for a Client

To facilitate payments, you need to add a credit card on file for your client. Follow these steps:

1. Access the Client Profile

   • Navigate to your client list within the Jane App.
   • Select the client for whom you want to add a credit card.

2. Go to Payment Information

   • In the client’s profile, look for the “Payment Information” section.

3. Add Credit Card Details

   • Click on “Add a Credit Card.”
   • Enter the client’s credit card details, including:
     • Card number
     • Expiration date
     • CVV code
   • Ensure all information is accurate to prevent payment issues.

4. Save Information

   • After entering the details, save the changes to ensure the card is stored securely.

Step 2: Processing a Payment Using Jane Payments

Once the credit card is on file, you can process payments easily. Here’s how:

1. Select the Appointment or Invoice

   • Go to the client’s profile and locate the appointment or invoice that needs payment.

2. Initiate Payment

   • Click on the “Process Payment” option.
   • Select the stored credit card as the payment method.

3. Confirm Payment Amount

   • Review the payment amount to ensure it matches the invoice.
   • Adjust if necessary.

4. Complete the Transaction

   • Click on “Process” to complete the payment.
   • Wait for the confirmation message to ensure the payment was successful.

Step 3: Sending a Pay Balance Email

After processing the payment, you might need to send a pay balance email to the client. Follow these steps:

1. Access Email Feature

   • From the client’s profile, find the option to send an email.

2. Select Pay Balance Template

   • Choose a template for the pay balance email, if available.
   • Ensure the template includes relevant details about the payment.

3. Customize Email Content

   • Personalize the email by adding any specific notes or instructions.
   • Include the payment details and remaining balance.

4. Send the Email

   • Review the email for accuracy.
   • Click “Send” to deliver the pay balance email to the client.

Conclusion

In this tutorial, you learned how to efficiently manage in-app processing with Jane Payments, including adding credit cards for clients, processing payments, and sending pay balance emails. By following these steps, you can streamline your payment processes and enhance client communication. For further assistance, consider booking a live demo or exploring Jane University's training resources.