Guides
Payments, explained for practices
Plain answers to the questions that come up at reception, in the back office and at the bookkeeper's desk.
Your first week on MedipayWhat actually happens after a practice says yes: the application, the boarding email, the setup wizard, the first payment.Taking card payments over the phone safelyWhat PCI actually asks of reception staff, why written-down card numbers are the risk, and how a virtual terminal removes it.Reconciling card payouts in Xero for a private practiceWhy the payout in your bank never matches the day's takings, and what changes when each payment posts to Xero as a paid invoice.Offering instalment plans for treatmentHow a payment plan works day to day on Medipay: deposit, schedule, automatic collection, early settlement.Chargebacks in healthcare: what practices should knowWhat a dispute looks like from the practice side, what evidence helps, and how good records make most of them straightforward.What a PCI SAQ-A means for your practiceThe self-assessment questionnaire explained for the person who has to fill it in.Message templates practices can copyWording for deposit requests, balance reminders and plan messages that patients respond to.Payments glossary for practicesThe words on your statements and in your contracts, in plain English.Taking deposits with pre-authorisationHold the money now, capture it when the patient attends, or release it if they cancel in time. How pre-authorisation works on the virtual terminal.Refunds, voids and who is allowed to do themFull and partial refunds, voids before settlement, what the patient receives, and how roles decide who can reverse money.Batch payments: hundreds of pay links from one spreadsheetUpload a CSV of invoices and get a pay link for every row, plus a results file to mail-merge. Columns, validation and what happens afterwards.Setting up your team and who can do whatThree roles, safe defaults, a permission matrix you can change, and the sign-in controls that keep a leaver out.Saved cards and repeat paymentsHow a card is saved with the payment partner, charged again in one click, used by instalment plans, and removed when the patient asks.Reading the Reports pageWhat each breakdown means, how to click into the payments behind a number, and where statements and exports live.
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