Prospyr

Selling prepaid services in Prospyr using packages

Redeeming Prepaid Services and Package Credits

View a patient's product purchase history before checkout

How to make a new invoice template, then use it on a new invoice

Creating and Using Invoice templates

How to Refund a Payment

Instructions for how to edit or delete an Invoice Template

How to manage Invoice Templates

How to discount an invoice line item by a dollar or percent amount

Custom Discounts for any Line Items

Learn how to update the card on file for a patient's membership, either directly or with a secure self-service link.

How do I update a payment method for a membership?

Learn how to create, send, collect payment on, and manage invoices in Prospyr, and what each invoice status means.

How do I create, send, and manage invoices in Prospyr?

Create Invoice Level or Item level Coupons to apply to invoices

Creating Coupons in Prospyr

The easiest way to have a single invoice for a multi-service and provider appointment

How to checkout appointment with multiple services and providers

https://www.youtube.com/watch?v=GdpFGNQfyBY

Edit Paid Invoices

Quote invoices with consent and deposit requirements

Sending Digital Quotes

How to Send Digital Quotes

How to set up an invoice, check out a patient, and take payment.

Completing a Checkout in Prospyr

This article shows you how to charge a no show fee or claw back a deposit in the event that your patient does not show up.

Charging a No-Show Fee or Forfeiting a Deposit

How to Split Gratuity Between Providers

Invoices and Payments

Learn how to redeem a patient's gift card and apply the balance to an invoice at checkout.

How do I redeem and use a gift card in Prospyr?

Selling Gift Cards in Person (to be redeemed later)

In this article, you'll learn how to purchase and redeem a gift card in Prospyr.

Checking out and using a Gift Card in Prospyr

Gift Cards

Enroll new patients, offer flexible financing, and complete payments directly from the invoice.

How to Onboard a Patient and Process a Payment with PatientFi

Learn how to offer patients flexible financing options, complete financing applications, and process financed payments directly within Prospyr.

Financing

Prospyr Website

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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