Client Portal: Making Payments

Please note: some practices may not have this setting enabled. If you do not see the "Pay Now" button, please reach out to your provider to initiate a payment.
To make a payment, navigate to the Payment & Invoice tab ➡️ select Pay Now
** Partial or full payment is accepted

Related Articles
Managing Offline Payments
Recording Payments Not Collected Through MBP Managing finances efficiently is crucial for every practice, especially when it comes to accurately recording offline payments. This article will guide you through the necessary steps to record payments ...
How to Add Payment Methods and Take Payments
How to Add and Manage Payment Methods in the Platform This guide walks you through how to add payment methods, verify correct formatting, and process payments within the platform. 1. Adding a Payment Method To add a card on file for a client: Open ...
Client Portal Guide: Portal Permissions
Basic Functions - Enables the portal user to access the overall portal settings, ability to view the "Client Portal Banner Message" from the practice and/or the specific professional, view the "Upcoming Appointment" banner, and interact with the ...
Client Portal: View Upcoming Appointments
Now, clients can view a list of upcoming appointments by selecting the More button on the right-hand side of their Next Appointment on the client portal.
Granting Client Portal Access
Navigate to the Client Portal tab on the left-hand side. Click the +Add New User button Enter the new user's information If you have already entered the new user's email in the Contact Info tab, their email address will populate for selection in the ...