Setting Up Payment Processing with OutSmart Pay

OutSmart Pay is the credit card processing built into OutSmart. Once it is set up for your dispensary, you can take card payments from patients on invoices, collect deposits and full payments when patients book online, and save a card on a patient’s file for later.

Money taken through OutSmart Pay is deposited into the bank account your clinic gave us when the account was set up.

OutSmart Pay sends a bank deposit once a day, on business days. Each card payment waits about seven days before it is included in a bank deposit, so a payment you take today usually reaches your bank about a week later.

Note

One bank deposit usually holds several patient payments, so its amount will not match any single invoice. The OutSmart Pay Money Flow Report lists the payments inside each bank deposit, and shows which bank deposit any payment went into.

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Changing the bank account your deposits go into

You cannot change the bank account yourself from inside OutSmart. Contact us at contact.outsmartemr.com and we will make the change for you.

This is deliberate. The bank account is where your clinic’s money goes, so changing it needs a verified request rather than a setting anyone with access to your account could alter.

Have the new account details ready when you get in touch, and let us know which dispensary the change is for if your clinic has more than one.

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Related Pages

• OutSmart Pay Money Flow Report. Which payments made up each bank deposit, and what to check when a payment is not in your bank account.
• Payments Overview. How patients pay when booking online.
• Deposits. Taking a partial payment at the time of booking.
• Card Registration. Saving a card on file without charging it.
• Saved Cards. Charging a card the patient has already used.
• Creating an Invoice. Taking a payment against an invoice.