Payments
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      Split A Payment

      If a patient would like to pay with two payment methods, such as a combination of two differen credit cards, cash, etc., don't worry, we have a solution for you! Here's a simple and efficient way to process the transaction using both

      To accept a split payment, click "Charge with Square" then "go to Summary", and you will be automatically directed to the Square POS app on your iPad.

      Once in the Square app, locate the "Split amount" button at the top right corner and enter the amount for the first tender. Then, click continue and proceed with the payment. Repeat these steps for each tender until the transaction is successfully completed.




      For processing split tender between cash and a card t      he card needs to be ran FIRST (using the card reader or selecting “Manual entry”).
      NEXT, you can mark cash as the other payment method.



      Work around for processing a split payment without the Square POS option (entirely via EHR):

      1. In the patient profile, go to "Retail checkout" and charge an "Account credit" to the first credit card, which will create a dollar amount worth of pre-paid credits (this amount will be available to be applied as "Account credits" at the checkout in the service visit flow afterwards).
      2. Once you fill out the service visit and go to the checkout, you can process the remaining amount using the "Charge card on file" option, which is a user flow that happens in the EHR entirely (without the need to open the Square POS app on an iPad) or using the "Cash" option.

      The work around described above allows you to charge a split payment on a desktop/computer in case you don't have an iPad available at the time, or the Square POS app is not working, etc.