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  2. Browse By Feature
  3. Repeats
  4. Using HotDoc Repeats
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How to reconcile Repeats payments

Last updated 03 June 2022 04:45   ∙   ~ minute read
Best Practice - Medical Director (Pracsoft) - Zedmed - Helix

Question

How do I reconcile the Repeats payments information in my HotDoc Dashboard with the payments details in my Stripe or Pin Payments account?

 

Solution

Please follow the steps below for how to reconcile the information in the HotDoc Dashboard with your Stripe or Pin Payments account:

  • Reconciling Repeats payments with Stripe
  • Reconciling Repeats payments with Pin Payments 

 

Reconciling Repeats payments with Stripe

To reconcile payments for your Repeats, firstly, please generate a detailed report through the HotDoc Dashboard:

  1. Open your practice's HotDoc Dashboard and select Repeats > Reports:

    Screen_Shot_2021-02-16_at_6.07.40_pm.png

  2. Select your required date range, by selecting the start date and end date on the calendar:

    Screen_Shot_2021-02-16_at_6.08.45_pm.png

  3. Download the detailed report by selecting the green Download button underneath detailed-report.csv:

    Screen_Shot_2021-02-16_at_6.17.06_pm.png

  4. To generate the payments list from Stripe, visit your Stripe dashboard and login.

  5. Select Payments in the sidebar to the left of the Stripe Dashboard:

    Screen_Shot_2019-09-02_at_2.13.09_pm.png


  6. Select export in the top right of the table in the Payments page:

    Screen_Shot_2019-09-02_at_2.21.35_pm.png

  7. To reconcile your payments, match the ID on the HotDoc detailed report to the Payment ID on the Stripe payments report (shown below).:

    repeats_7.png

    repeats_8.png

 

 

Reconciling Repeats payments with Pin Payments 

To reconcile payments for your Repeats, firstly, please generate a detailed report through the HotDoc Dashboard:

  1. Open your practice's HotDoc Dashboard and select Repeats > Reports:

    Screen_Shot_2021-02-16_at_6.07.40_pm.png

  2. Select your required date range, by selecting the start date and end date on the calendar:

    broadpin.png


  3. Download the detailed report by selecting the green Download button:

    Screen_Shot_2021-02-16_at_6.07.40_pm_copy.png

  4. To generate the payments list from Pin, visit your Pin Payments Dashboard and login.

  5. Select Transfers in the sidebar to the left.

  6. Export a CSV report. This will include all of the information needed, including patient name and practitioner:

    image2019-7-1_17-17-56.png

    Captured = TRUE refers the payment successfully being captured

  7. Further information can be found here: https://pinpayments.com/support/transfers/reconcile

 

 

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  • How does a patient pay for their online booked appointment?
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