How to Bill a Private Pay Source On Ambiki

Billing Guide
How to Bill a Private Pay Source On Ambiki image
Last updated: August 02, 2024
Billing
To bill a credit card as a private pay source on Ambiki, first you will need to make sure you have your Stripe settings set up in Ambiki. Click here to learn how to set up Stripe. 

Once you have set up Stripe, follow these steps:

  • Add a credit card as a patient's payment method
    • To add a credit card for a patient, go to the patient's profile. 
    • Then click on 'Payments' (at the top)
    • Then go to 'Payment Methods' and click 'Edit'.
    • Click 'Add a payment method' 
    • Then click 'Credit Card' - this will be linked to Stripe


  • Bill for session
    • Once you have generated the invoice, click on the 'Actions' button in the top right hand corner 
    • Click on '$ Add Payment'
    • Select if it is a full or partial payment. 
    • Review payment information and make sure the credit card is the default payment. Once you save, the credit card will be charged, and the ledger will be updated. 



  • To bill any other private pay source that is not a credit card linked to Stripe:
    • To add a payment method for a patient, go to the patient's profile. 
    • Then click on 'Payments' (at the top)
    • Then go to 'Payment Methods' and click 'Edit'.
    • Click 'Add a payment method' 
    • Then click 'Cash' - you can use this for all other types of payment (cash, check, mobile payment outside of Stripe, etc).