GoCardless allows users to make payments for any patient who has a Direct Debit mandate linked to their record on Aerona.
You can learn how to set up a GC mandate here!
Create a GoCardless Payment
Simply navigate to the Patient section > Financial > Overview > Select 'Payment' > See below:
When 'Payment' is selected, a dialogue box will appear allowing users to specify a location (if multi-site), payment date, method, note, and payment amount.
Simply update these fields with the required information and select the payment method you'd like to process.
'GC Single' Payment
Users can take a GC Single payment by selecting the 'GC Single' option from the method dropdown (See below). Selecting Save will process the payment and send a request to GoCardless.
The payment will only appear in the overview section once it's been 'Paid Out' by GoCardless but will be viewable in the payments tab to show that it's pending.
Tip: You can also request a single payment to be taken on a future date. Simply update the payment date field to the date in the future you would like the amount to be taken.
Selecting 'Save' will forward the request to GoCardless
'GC Recurring' Payment
Users can take a recurring GC payment for patients whereby an overall amount is specified and then collected over a desired number of months. A recurring payment can be processed by selecting the 'GC Recurring' option from the Method field (See Below).
As it's a recurring payment a direct debit total will need to be entered, the DD start date, and the number of months to collect the total.
Select 'Save' will forward the request to GoCardless.
GoCardless Payments/Deposits will only appear in the Overview screen when paid out by GoCardless.