Billing

Billing picks the payment processor that charges patients of your Affiliate clients. Left menu → Billing. Provider Network Admin only. Clients on Review Only or Review + Prescribe charge through their own processor; this page never backs them up.

#Questions people ask

Do I need a processor if my clients take the money?

Only for Affiliate clients. If none of your clients are Affiliate, leave this on None.

Is this where GEN Health bills us?

No. What you pay GEN Health is on Settings — Account and billing. This page is money coming in from patients.

Can I change the keys later?

Yes. Click Edit on the tile, paste the new keys and click Verify and update.

Where are refunds and transactions?

Not here. Refund in your processor's own dashboard; orders are on Orders.

Can Affiliate patients pay with Apple Pay?

Yes, when your processor is NMI and checkout runs on a custom domain. See Turn on Apple Pay.

#Where to find it

Left menu → Billing.

Who can use it: Provider Network Admin. Page: /billing.

#What you can do here

• Check whose processor charges a client's patients
• Connect your payment processor
• Switch the live processor, or go back to test mode
• Turn on Apple Pay (NMI only)
• Offer PayPal, Klarna, Afterpay or Affirm
• Take payment outside GEN Health

#Check whose processor charges a client's patients

Use this when a client asks where their patients' money goes, or checkout fails for one client.

You'll know it worked when you know which account to check: yours here, or the client's own Billing page.

Who can do this: Provider Network Admin.

#Connect your payment processor

Use this before any Affiliate client takes a real payment. Have your API keys from the processor's own dashboard ready.

You'll know it worked when the toast reads Payment processor set to your processor and the green check moves from None to its tile.

Who can do this: Provider Network Admin. Providers and delegates don't see Billing.

#Switch the live processor, or go back to test mode

Use this when you move to a new merchant account, or want to test checkout without charging anyone.

You'll know it worked when the green check sits on the tile you chose.

Who can do this: Provider Network Admin.

#Turn on Apple Pay (NMI only)

Use this to let Affiliate clients’ patients pay with Apple Pay. Have these ready:

• NMI keys saved and verified.
• An active custom domain.
• The Apple Pay domain verification file from your NMI merchant portal.

You can upload the file yourself before NMI is live. Patients see Apple Pay only while NMI is the live checkout processor.

You'll know it worked when the toast reads Apple Pay verification file saved, the section shows On, and each domain becomes a link that opens the file. Patients using Safari on an Apple device with a card in Apple Wallet then see Apple Pay at checkout on those domains.

Who can do this: Provider Network Admin.

#Offer PayPal, Klarna, Afterpay or Affirm

Use this to let your Affiliate clients' patients pay with PayPal, Klarna, Afterpay or Affirm beside your card processor. The Alternative payment methods card sits below the Payment processor card. Each method has its own tile, its own keys and its own switch.

You'll know it worked when the toast reads PayPal activated at checkout and the tile reads Active at checkout with a green outline.

Who can do this: Provider Network Admin. To change keys, click Edit on the tile and use Verify and update. To stop offering a method for good, click Remove and the method's name in that window, and confirm. The saved keys are deleted.

PayPal's optional webhook finishes payments PayPal confirms after the patient leaves checkout. Save your keys first; the Webhook URL appears after that.

#Take payment outside GEN Health

Use this if Affiliate patients pay by invoice, bank transfer or your own terminal.

You'll know it worked when the tile shows the green check and patients see your instructions instead of a card form.

Who can do this: Provider Network Admin.

#Statuses you will see

#What can go wrong

#Next