Payment Processing

MyDentalPractice supports multiple payment methods to make it convenient for patients to pay and easy for your clinic to track revenue.

Supported Payment Methods

Cash

Open the invoice

Click Record Payment

Select Cash as the payment method

Enter the amount received

The system calculates change if the patient overpays

Click Confirm — a receipt is generated automatically

Bank Transfer

Open the invoice

Click Record Payment

Select Bank Transfer

Enter the amount, reference number, and date of transfer

Click Confirm

Your bank details are printed on invoices automatically. Configure them at Settings → Billing → Bank Details.

POS / Card Payment

Process the card payment on your POS terminal

Open the invoice in MyDentalPractice

Click Record Payment

Select Card/POS

Enter the amount and POS reference number

Click Confirm

Online Payment (Paystack)

For patients to pay online:

Go to Settings → Integrations → Paystack

Enter your Paystack Secret Key and Public Key

Toggle Enable Online Payments to ON

Invoices sent via email or SMS will now include a Pay Now button

When a patient pays online:

The payment is recorded automatically

The invoice status updates to Paid

Both the patient and clinic receive email confirmations

The transaction appears in your Paystack dashboard and MyDentalPractice

Payment Receipts

After every payment, a receipt is generated with:

Receipt number

Payment date and time

Amount paid and method

Remaining balance (if partial payment)

Clinic details and patient name

Receipts can be:

Printed immediately

Emailed to the patient

Downloaded as PDF

Shared via WhatsApp

Refunds

To process a refund:

Open the paid invoice

Click Refund

Enter the refund amount (full or partial)

Select the refund method

Add a reason for the refund

Click Process Refund

For Paystack payments, refunds are initiated directly through the payment gateway.

Payment Reports

Track all payments from Billing → Payment History:

Filter by date range, payment method, or patient

View daily, weekly, or monthly totals

Export to CSV for accounting

For detailed financial analysis, see Financial Reports. For creating invoices, see Creating Invoices.

Payment Processing