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Online Payment Gateway Integration: Secure Financial Transactions & Automated Billing

1. Overview​

The Online Payment Gateway integration connects your Invent Medical billing system to secure, global payment processors (e.g., Stripe, PayPal, Adyen). This add-on allows your clinic to accept payments online, process credit cards, and manage digital transactions directly within the patient’s financial record, ensuring a smooth checkout experience.

2. Benefits​

  • Accelerated Revenue: Reduce accounts receivable by allowing patients to pay invoices instantly via a secure link.
  • Payment Flexibility: Support a wide range of payment methods, including major credit/debit cards, digital wallets (Apple Pay, Google Pay), and automated recurring payments.
  • Enhanced Security: Offload sensitive card data handling to PCI-DSS compliant providers, reducing your clinic's liability.
  • Automated Reconciliation: Payments are automatically matched to invoices and updated in the clinic’s general ledger, minimizing manual data entry errors.

3. Installation / Activation​

  1. Access Marketplace: Log in as an administrator and navigate to Settings > Integrations > Add-ons.
  2. Authorize: Locate "Online Payment Gateway," select your desired processor, and click Activate.
  3. Provider Setup: Follow the prompts to log in to your payment processor account (or create a new one) to link your merchant ID.
  4. Validation: Run a $0.00 or $1.00 test transaction to verify that the gateway is successfully communicating with Invent Medical.

4. Configuration​

  • Payment Methods: Toggle which payment types (Cards, Wallets, Bank Transfers) you wish to accept.
  • Fee Handling: Determine whether payment processing fees are absorbed by the clinic or passed on to the patient (where legally permitted).
  • Payment Links: Customize the look and feel of the "Pay Now" buttons included in automated invoice emails.
  • Refund Policy: Set internal permissions regarding which staff roles are authorized to process refunds through the portal.

5. Usage Guide​

  1. Invoice Generation: Once a service is finalized, an invoice is generated in the Billing module.
  2. Send Payment Link: Click the "Share" icon on the invoice to send a secure link via email or SMS to the patient.
  3. Patient Checkout: The patient opens the link in a secure browser, selects their preferred payment method, and completes the transaction.
  4. Auto-Update: The payment status in Invent Medical is updated to "Paid" in real-time, and a digital receipt is automatically issued to the patient.

6. Frequently Asked Questions​

  • Is my clinic PCI compliant when using this? Yes, because the payment data is entered into the secure, encrypted environment of the gateway provider, your clinic does not store raw credit card numbers.
  • How long until funds reach my bank account? This depends on your selected payment processor's payout schedule (typically 1–3 business days).
  • Can I accept partial payments? Yes, the system allows patients to pay a portion of the balance, and the remaining amount stays tracked in the "Outstanding" section.