Payment Methods
The list of ways money reaches your clinic is yours. Every screen that takes or pays money — an appointment payment, a session payment, an invoice, an income or expense transaction, an insurance claim settlement — offers the same list, in the order you set.
Every clinic starts with five: Cash, Card, Bank transfer, Cheque, Other. Add the ones your desk actually uses, so a payment by InstaPay is recorded as InstaPay rather than filed under "Other", and the shift close and your reports split the day by the channels you see in your bank and wallet apps.
Where to Find It
Click an address to open that screen on your own clinic. The first click asks which clinic you are, then remembers it. Addresses holding a {id} need a specific record, so they are shown but not linked.
| Screen | Address |
|---|---|
| All payment methods | /payment-methods |
| Add a method | /payment-methods/create |
| One method | /payment-methods/{id} |
In the menu: Settings → Payment methods, also a tab on the settings strip. From any payment form, the method dropdown ends with a link to this list for anyone allowed to edit it.
Adding a Method
New payment method, then two names:
- Name (Arabic) — required. What the desk reads.
- Name (English) — optional. Shown on English screens; left empty, the Arabic name is used.
Two methods cannot share a name. "InstaPay" and " instapay " are the same name — capitals and surrounding spaces do not count. A retired method keeps its name too, so bring it back rather than adding it again.
A new method goes to the end of the list and is offered on every payment form straight away.
Renaming
Open the method and Edit. The new name shows everywhere at once — including every payment already recorded with it. Nothing about those payments changes: not the amount, not the date, not which method they were.
Built-in methods can be renamed too. Call "Card" "Banque Misr Visa" if that is the one machine on your desk.
Ordering
The order of the list is the order every payment form offers, and the first active method is the one a form picks by default. Drag a row on the list, or use the arrows beside it. Ordering works on the full list only: clear any search or filter first.
Retiring and Bringing Back
Retire a method you stopped taking. It disappears from every form that records new money, and every payment already taken with it keeps showing it — in lists, on receipts, in the shift and in reports. Filters still offer it, so old payments can be found.
Opening an older record that was paid by a retired method shows that method, marked Retired. You can keep it or switch to an active one, but not to another retired one.
Bring back returns it to the place it had in the order.
Deleting
Only a method you added and never used can be deleted. Once any payment, invoice payment, transaction or claim payment names it, the delete is replaced by an explanation of what uses it — retire it instead.
The five built-in methods are retired, never deleted.
Cash Is Special
Cash is the drawer's method: it is what the cashier shift counts at close. You can rename it and move it, but you cannot retire or delete it — a drawer nobody could put money into would make every shift close meaningless.
What Beside the Amount Means
Everywhere a payment is listed, its method sits right beside its amount — "500.00 · Vodafone Cash" — so how much and how it was paid read as one line. On the payment form the method field sits next to the amount.
Working Without Internet
Taking a payment offline still offers your methods — the list travels with the rest of the screen. Editing the list needs a connection.
If a method was retired while a device was offline, the money that device took with it is still saved with that method when the line returns: retiring stops new choices, it does not undo money already taken.
Who Can Do This
| Permission | Allows |
|---|---|
| See the clinic's payment methods | Opening the list and each method |
| Add, rename, order and retire payment methods | Everything on this page |
Picking a method while taking a payment needs neither — that is part of taking payments. See Staff and Roles.
Accounting Note
A method you add is posted to the books like Other — to the cash account. If you use the chart of accounts and want InstaPay money in the bank account, record a transfer between the accounts until methods can be linked to an account of their own.