Payments - Payments Page

The Payments page in Practice by Numbers allows you to view and manage all payments and deposits within a selected timeframe. Here’s a detailed guide to help you navigate this feature efficiently. 

Payments Tab

In the Payments tab, you can view all recent payments made by patients within the chosen timeframe. The ledger displays payments starting from the current date in descending order.

Here's what you can see in this tab:

• Sync Status: Indicates if the payment has been successfully written back to the Practice Management System (PMS).
• Payer: The individual or entity making the payment.
• Patient Name: The name of the patient associated with the payment.
• Payment Type: The payment method (e.g., credit card, ACH).
• Payment: The total amount paid by the patient.
• PbN Fee: The fee charged by Practice by Numbers.
• Transaction Fee: Any additional fees associated with the payment.
• Net: The amount your practice receives after deducting fees.
• Transaction ID: A unique identifier for each transaction.
• Payment Date: The date the payment was made.
• Deposit Date: The date the payment is deposited into your account.
• Surcharge: Any additional charges applied.
• Status: The current status of the payment (e.g., succeeded, failed).
• Actions:
  • Download Receipt: Download a PDF of the payment receipt.
  • Send Receipt: Email the receipt to the patient.
  • Initiate Refund: Start the process of refunding a payment. (Only available for PbN Payments)

Please note that fees will vary depending on the payment setup used within PbN. For more information, please read this article.

Filtering Payments

To refine your search, use the funnel icon at the top right of the page. You can filter payments by:

• Payment Date
• Synced/Unsynced Payments
• Patient Name
• Transaction ID

Payment Processing Time

• Debit and Credit Card Payments: Typically take 3-5 business days to process and deposit into your bank account.
• ACH/Direct Bank Account Payments: Typically take 5-7 business days to process and deposit.

Additional Resources

• Stripe Connection
• PbN Payments Setup
• Payment Fees
• PbN Payment Refunds