Where to find it

Sessions tab → Checkout button. Or click any session on the calendar → scroll to the Checkout section in the session detail view. Both routes open the same Checkout modal.

The home dashboard also shows a Checkout tile with the count of sessions awaiting payment — clicking it takes you straight to the Checkout flow.

Step by step

1

Open Checkout

Click Checkout in the Sessions tab, then search for and select the client. You’ll see all their unpaid sessions listed, each with a Checkout button.

2

Review the invoice

The checkout screen shows the session type and rate (e.g., Private Session — $125.00), tax (e.g., HST 13% — $16.25), and the Total owing.

3

Add products (optional)

If you have products configured in Settings, they appear as quick-add buttons. Click + Custom Item to add a one-off product or service at a custom price and description.

4

Choose a payment method and complete

Select from the options below. A receipt is emailed to the client automatically once payment is confirmed.

Payment method options

Use Prepaid Package

Shown at the top if the client has a valid package. Deducts 1 session credit. No money collected — revenue was captured at package sale time.

Credit / Debit Card (Stripe)

Opens a Stripe checkout to enter the client’s card details. Requires Stripe to be connected in Settings.

Send E-Transfer Request

Emails the client your Interac e-Transfer address and the amount owing automatically.

E-Transfer Received

If the client already sent the e-Transfer, click this to mark it paid and send the receipt.

Cash / Cheque Received

Confirm the amount and mark as paid immediately. Receipt is sent automatically.

Sell a Package

Convert the session to a package sale right at checkout. The applicable package price and details are shown.

Collect on Session Day

Defers payment. Session stays on the outstanding list in Receivables for later collection.

Insurance Billing

If the visit is insured, prepare the claim, submit it through the insurer’s portal, and record the insurer’s response. Review any client balance before collecting payment.

Tips & things to know

Print from the appointment. Open the completed appointment on the calendar and look under Payment. Choose Print receipt to sign for a paper copy you sign by hand. Or choose Practitioner: review & sign receipt, draw your signature, then select Sign & Print PDF or Sign & Send PDF. Printing does not email the receipt. You can reprint a signed copy under Payment.
Paid visit, no insurance policy on file? You can still review, sign, and send or print a receipt when insurance receipts are enabled for the treating practitioner and appointment type. Preparing a claim for clinic submission is a separate step and needs the patient’s policy and authorization. Any previously signed receipt remains available to view and print from the appointment.
Clients with unpaid sessions show an “unpaid” badge in the Checkout search results so you can spot them instantly.
Track all outstanding payments in the Receivables tab → — sessions unpaid, packages sold but not paid, and overdue items.