This article walks you through choosing which payment methods your team can select when collecting payment on an invoice. It's for practice admins and owners with billing permissions.
Prerequisites
Note: You'll need an administrator or owner role to access this setting.
How do I configure my accepted payment methods?
In Prospyr, open Settings.
Select Payments.
Select Configure Payments.
Open Payment Methods.
Check the box next to each method your practice accepts.
Click Save.
Once saved, the selected methods will be available when your team collects payment on an invoice. Prospyr will show a confirmation once your changes are saved.
Which payment methods can I enable?
Prospyr splits payment methods into two groups, depending on whether Prospyr actually moves the money or just keeps a record of the payment.
Prospyr-managed methods
Important: These are the only methods where funds actually move through Prospyr. Refunds on these methods are processed and tracked automatically.
Credit or debit card — Processed through Prospyr's integrated payment system, in person via a terminal or directly in the web app.
Patient Wallet — Draws from a patient's store credit (earned through memberships, rewards, or added manually). Refunds return to the patient's wallet.
Gift card — Redeems a Prospyr gift card. Refunds return to the gift card recipient's balance.
Recording-only methods
Note: Prospyr does not process or move funds for these methods. Your team collects payment directly from the patient (or through the outside method listed), then records it in Prospyr for your books.
Physical payment methods
Cash
Check
Brand loyalty / reimbursement programs
Alle
Aspire
Xperience
Patient financing providers
Care Credit
Alphaeon
Cherry
PatientFi
Other methods
ACH
Venmo
Zelle
Can I add a custom payment method?
Yes. If your practice accepts a payment method that isn't in the default list, you can add it yourself:
In the Payment Methods screen, find the Add Custom Payment Method section.
Enter a clear name your staff will recognize.
Click Add.
Make sure the new method's checkbox is selected.
Click Save.
Note: Custom payment methods are recording-only, just like Cash or Check. Adding one does not connect a payment processor or move any funds through Prospyr — it just gives your team a way to log the payment.
What does "Default to Patient Wallet" do?
When this setting is turned on, Prospyr will automatically select Patient Wallet as the payment method during checkout whenever the patient has available wallet funds. Your staff can still switch to a different enabled payment method for that transaction if needed.
How do I remove a payment method?
Go to Settings → Payments → Configure Payments → Payment Methods.
Clear the checkbox next to the method you want to remove.
Click Save.
The method will no longer appear as an option when your team collects payment on future invoices. It will still appear on any past invoices where it was already used.
Does this connect a payment processor or terminal?
No. This setting only controls which payment options your team can choose from during invoice checkout. Setting up a payment processor or a card terminal is a separate process, handled outside of this page.
When do changes take effect?
Changes apply as soon as you click Save. Prospyr will show a confirmation once your payment methods have been updated.
Common Issues / Troubleshooting
Why don't I see the Payments setting?
The Payments settings page is only visible to workspace administrators and owners, and only when the Payments feature is enabled for your account. If you can't see it:
Confirm you have an administrator or owner role.
Ask a workspace owner to check your permissions or update the setting for you.
Contact Prospyr Support if the Payments section is missing for all administrators.
A patient's preferred payment method isn't showing up at checkout
Double check that the method is checked under Payment Methods and that you clicked Save. If it's a custom method, confirm it was added and saved correctly in the steps above.