Updated over 2 months ago
What if a patient dodges a payment?
You can remind a patient who hasn't paid an invoice by sending them a payment reminder. Learn how to send payment reminders here.
If a patient fails to make a payment entirely, they are violating the Materia+ community standards. In such cases, please flag the patient and inform us of the non-payment. Our trust and safety team will conduct an investigation, and if the matter remains unresolved, their account will be terminated.
Can I process a patient's payment in-person?
Yes, you can process an in-person payment for any appointment invoice.
What happens if I forget to process a payment?
If you overlook processing a payment that requires manual processing (such as invoices paid by bank transfer, cash, or other methods), a reminder alert will be activated after 3 days if the invoice is still unprocessed or marked as "Unpaid." This alert will remain linked to both the invoice and the related appointment until the payment is processed.
Please be aware that payments made by patients directly through their patient dashboard on Materia+ will automatically mark the invoice as "Paid." This means you won’t need to process the payment manually, as it will already be in "Paid" status.
Learn how to manually process a payment here
Can I refund a patient on Materia+?
Refunds via Materia+ are for metric tracking only; customers do not receive their payments back directly. Providers must process refunds through their Square dashboard if the payment was processed through Square, or other means if the payment was processed manually.
To process a refund for tracking purposes, go to Finance and view the invoice of the appointment you want to issue a refund for. Next, click the more options button, select Refund and fill-in the refund details,
How do I add extra details to my invoice header?
Go to Settings > Invoices & Payments to edit both your invoice header and footer text.
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