Easily collect payments, offer multiple payment options, and sync with Xero for automatic reconciliation saving you time and getting you paid from day one.
Take payment online, in the clinic or when clients book, and keep every payment matched to the right invoice.
Turn on online payment and every invoice gets a Pay invoice button. The client pays by card and the invoice is marked as paid.
Save a client’s card with Stripe and charge it for an invoice later, without the client needing to be there.
Ask for the full price or a deposit when clients book online, as a percentage or a fixed amount, required or optional for each service.
Cash, eftpos, direct deposit, cheque and credit card are set up for you, and you can add payment methods of your own.
A payment taken before there is an invoice sits as credit on the client’s account, ready to apply to their next invoice.
Refund a payment in full or in part. Payments taken through Stripe are refunded through Stripe, back to the card.
Invoices and payments sync to your accounting software, and payments recorded there come back into Caspen. Available in Australia, New Zealand and the UK.
The details that help every invoice get paid and every payment get recorded.
Take part of an invoice now, and it shows as partially paid until the rest comes in.
Automatic reminder emails go out before or after the due date, on a schedule and with wording you choose.
Download a receipt PDF for any payment, or email it with the PDF attached.
Send an invoice to a contact, such as a parent or plan manager, instead of the client.
Clients see their invoices and payments in the client portal, and can open an invoice to pay it.
Issue a credit note against an invoice to reduce the amount the client owes.
Total your payments by date range, location and payment method, and export them to CSV.
See who recorded, refunded or voided each payment, and when.
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