Integration with payment gateways for auto-processing

Purpose

1.1. Automatically handle client billing by connecting payment gateways to acupuncturist practice management systems.
1.2. Ensure seamless patient invoicing, auto-payment processing, and financial reconciliation.
1.3. Reduce manual workloads related to payments, minimizing errors and accelerating cash flow.
1.4. Provide instant notifications for successful or failed payments, enabling real-time financial oversight.
1.5. Enable automated generation, sending, and archiving of receipts and payment confirmations.
1.6. Integrate refund processing, recurring payments, and partial payment support into one workflow.

Trigger Conditions

2.1. Submission of completed treatment session marked in practice management software.
2.2. Generation of a new invoice for a patient.
2.3. Scheduled billing action for recurring appointments or membership packages.
2.4. Receipt of payment confirmation from the payment gateway.
2.5. Manual trigger by staff for on-demand payment processing (e.g., walk-in clients).
2.6. Failed or expired payment attempt requiring retry.
2.7. Administrative updates or patient-requested cancellations/refunds.

Platform Variants

3.1. Stripe
• API/Feature: "Payment Intents/Charges" for transaction processing; "Webhooks" for payment event detection.
• Sample: Configure webhook for charge.succeeded to trigger invoice status update.

3.2. PayPal
• API/Feature: "Payouts API" for client payments; "IPN (Instant Payment Notification)" for status monitoring.
• Sample: Set up IPN endpoint to auto-mark invoices as paid.

3.3. Square
• API/Feature: "Payments API" for charging customers; "Webhook Subscriptions" for payment updates.
• Sample: Process payments using Payments API on appointment completion.

3.4. Authorize.Net
• API/Feature: "Transaction Reporting API," "Webhooks" for status callbacks.
• Sample: Capture events from Webhooks for updates in billing records.

3.5. Braintree
• API/Feature: "Transaction API" for billing; "Webhook Notifications" for payment and refund handling.
• Sample: Auto-process refunds via Transaction API based on practitioner edits.

3.6. Adyen
• API/Feature: "Checkout API" for transactions; "Notifications API" for settlement events.
• Sample: Listen for settled payment notifications to confirm bookings.

3.7. Worldpay
• API/Feature: "Merchant API" for online payments; "Webhooks" for transaction state changes.
• Sample: Use Webhook to sync payment statuses to CRM.

3.8. Mollie
• API/Feature: "Payments API" for client charges; "Webhooks" for status updates.
• Sample: Configure webhook to trigger confirmation SMS/email.

3.9. Razorpay
• API/Feature: "Orders API" for creating payment demands; "Webhook Events."
• Sample: On webhook payment.captured, deliver auto-receipt to patient.

3.10. GoCardless
• API/Feature: "Payments API" for direct debits; "Event Webhooks" for payment outcomes.
• Sample: Auto-cancel recurring treatments on payment.failure.

3.11. Sage Pay (Opayo)
• API/Feature: "Transaction API" for payment processing; "Notification Service."
• Sample: Real-time notification triggers follow-up action on failure.

3.12. QuickBooks Payments
• API/Feature: "SalesReceipt API," "Payment API."
• Sample: Automatically sync successful payments to accounting.

3.13. FreshBooks Payments
• API/Feature: "Invoice API" for creating and updating invoices; "Webhook" for payment events.
• Sample: Mark invoice paid upon webhook receive.

3.14. Xero Payments
• API/Feature: "Payments API" for applying payments; "Webhooks" for real-time updates.
• Sample: Sync practice records when payment created in Xero.

3.15. Chargebee
• API/Feature: "Hosted Pages API" for payments; "Events Webhooks."
• Sample: On payment_successful event, trigger thank-you email.

3.16. Shopify Payments
• API/Feature: "Transaction API;" "Order Payment Webhook."
• Sample: Send scheduled invoice automatically when order created.

3.17. Klarna
• API/Feature: "Order Management API;" "Push Notification Service."
• Sample: Auto-reschedule appointment on payment failure.

3.18. Dwolla
• API/Feature: "Transfers API" for ACH payments; "Webhook Subscriptions."
• Sample: Initiate bank transfer when treatment session is completed.

3.19. WePay
• API/Feature: "Checkout API" for processing; "Notification Service."
• Sample: Send SMS alert to patients after payment processed.

3.20. Apple Pay
• API/Feature: "Apple Pay JS API" via integrated gateway; configure "onpaymentauthorized" event.
• Sample: Complete invoice update when Apple Pay authorizes transaction.

3.21. Google Pay
• API/Feature: "Google Pay API" via compatible provider; set event listener for 'paymentDataChanged.'
• Sample: Autofill patient details upon payment approval.

Benefits

4.1. Reduces manual billing errors and administrative workload.
4.2. Shortens payment collection cycles for improved practice cash flow.
4.3. Provides scalable, audit-friendly transaction records.
4.4. Increases patient satisfaction through prompt and transparent billing.
4.5. Supports recurring and one-time payment models with automated retries and follow-ups.
4.6. Enables multi-channel receipt delivery: email, SMS, portal.
4.7. Centralizes payment processing for easier financial reporting and compliance.