How do I charge a credit card?

Read on to learn how to charge a patient's/client's credit card in Luminello. 

Charge a credit card from the "Compose Note" section

1. Check the "Record billing info for this session" box in the "Compose Note" section of a chart.

2. Scroll down to the "Payment" section, and select "Credit Card x(last 4 of the cc number) - charge now" from the drop-down. 

Note: No card on file will be charged if the option "Paid by credit card - external" is chosen.        

3. Enter the payment amount and click "Sign."


Charging a credit card within the chart's ''Billing'' section

1. While adding a billing transaction for a patient/client, select "Paid by credit card" from the "Payment" drop-down. 

2. Enter the payment amount, and click on "Add transaction." 


Charging a credit card within the ''Accounts Receivables'' section

1. From your main dashboard, click on "Financial."

2. Toggle to the ''Accounts Receivables'' tab from the "Financial Summary" section. 

3. Click on the drop-down menu next to the patient, and select ''Credit card - run full balance'' or ''Credit card - run partial balance.''

To learn about rapid-fire collections, check out this article.

If you have any questions, please contact us.

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