It's now possible to securely store your Patients' credit card details for fast, hassle-free invoice payments in Nookal. This feature is powered by Stripe Connect, meaning all card data is processed and stored directly by Stripe, giving you and your Patients peace of mind that sensitive payment information is protected to industry security standards.
Credit cards can be added in a few different places depending on your workflow: directly from a Patient's Appointment, through the Invoicing section, from the Patient's Account page, or the Patient can add it themselves in the Patient Portal. Once a card is saved, it can be used to pay off invoices quickly, whether on the spot or after a session.
Read below to learn how to add, use and manage stored credit cards in Nookal.
Before you start... You will need to set up the Stripe Integration using a Stripe Connect account.
Adding a Credit Card from an Appointment
1. Navigate to the Calendar.
2. Click on an existing Appointment.
3. Click Add Credit Card.
4. Enter the Credit Card details.
5. Click Save Card.
The Patient's card will now be available to use when paying off outstanding invoices, more on this below.
Adding a Credit Card from the Patients Accounts Section
1. Navigate to Patients.
2. Click Accounts.
3. Click Add Credit Card from the bottom menu.
4. Enter the Credit Card details.
5. Click Save Card.
The Patient's card will now be available to use when paying off outstanding invoices, more on this below.
Adding a Credit Card when Generating a New Invoice
1. Generate a New Invoice from the Calendar or the Patients Accounts section.
2. At the Credit Card payment field select Use Stored Credit Card.
3. Then click Add New Credit Card.
4. Enter the Credit Card details.
5. Click Save Card.
Using Stored Credit Cards to Pay off a New Invoice
1. Navigate to the Calendar.
2. Click on an existing Appointment.
3. Click Generate Invoice.
4. At the Credit Card payment field select Use Stored Credit Card.
5. Select the Credit Card from the drop-down.
6. Enter the Payment amount into the Credit Card field.
7. Click Save Invoice.
Using Stored Credit Cards to Pay off an Existing Invoice
1. Open the Existing Invoice.
2. At the Credit Card payment field select Use Stored Credit Card.
3. Select the Credit Card from the drop-down.
4. Enter the Payment amount into the Credit Card field.
5. Click Save Invoice.
Setting Credit Card Terms and Conditions
It's a good idea to start by setting your Terms and Conditions for stored Credit Cards, as these can be sent to Patients after a Credit Card is added to their Account.
1. Navigate to Setup.
2. Click Locations under Practice.
3. Click the Location Name.
4. Scroll down to Debit Card and click the Pen icon.
5. Enter your Terms and Conditions and click the Tick icon.
6. Click Save Changes.
Managing Credit Cards
Patients can manage their own Credit Cards via the Patient Portal and changes they make will reflect in their Nookal Account. Alternatively, Credit Cards can also be managed by staff via the Patients > Accounts > Stored Credit Cards section.
Options to Manage Credit Cards include:
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Sending T&Cs - click the Send T&Cs button to send the Patient the Terms & Conditions set in the previous section, or any other ad-hoc invoice template.
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Delete Stored Credit Cards - click the Bin icon next to the Credit Card in the list to delete it.
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Favourite a Stored Credit Card - click the Star icon next to the Credit Card to mark it as a Favourite card to be used as the default.