Helpoben.care

Take a payment or charge a card

Charge a client's saved card or a card they give you, or send them a payment link from Take payment.

Who can do this
Staff allowed to manage payments
Where in Oben
/payments/transactions

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Use Take payment to charge a card the client has saved, type in a card they give you, or create a link the client pays on their own.

Steps

  1. Open Payments and select the Transactions tab. You can also open a client and select their Billing tab.
  2. Select Take payment.
  3. If you started from Payments, choose the client.
  4. Under What is this for?, search the clinic's offers by name and choose one. The Amount (USD) starts at the offer's price; change it if needed.
  5. Check Counts as. It follows the offer; change it for a consult fee, deposit or adjustment, which never makes someone a client.
  6. Under Payment method, choose Charge a saved card now, Enter the client's card or Send a payment link.
  7. To charge a card, pick the Card to charge, or type the card into the box if you chose to enter it. Select Review charge, check the summary, then select Confirm charge.
  8. To send a link, select Create link. Then select Send in a message to open a ready-made message in the client's messages, or Copy link to send it yourself.
  9. Select Done.

Good to know

  • No saved card? Select Add card in the panel, enter the card and select Save card; it is then chosen. Or select Text card link so the client adds it.
  • On the client's Billing tab, Charge on a card in the Cards view opens Take payment with that card chosen.
  • When the option you chose offers auto-pay, Auto-pay instead opens auto-pay setup in place of a one-off payment.
  • A payment link also shows in the client's portal. The charge records in Transactions when the client completes it. Open links are under Open payment links.
  • To withdraw a link, select Cancel request (in Transactions, under Actions ▾ on its row) and confirm. It reads Canceled once the card processor confirms; until then do not send a replacement.
  • For cash, a check or a payment taken elsewhere, use Record payment received on the client's Billing tab instead. See Record a payment made outside Oben.
  • If Take payment is greyed out, you do not have access to take payments, you are in Owner Preview, or the clinic's card processor is not connected yet. The Owner connects it in Settings.
  • If a charge result is not confirmed, select Reconcile this submission instead of starting a new payment.