Module 3.8 – Billing for Packages

Packages can either be paid in full, or payment plans can be applied.

IntakeQ allows you to create custom payment plan options for your packages under Home > Lists > Recurring Payments > Recurring Payment Settings. This is how you can design a standard payment plans for your packages:

For a late cancellation or missed appointment in a package, IntakeQ will deduct the missed appointment from the package but only when the cancellation policy has a 100% penalty. You can change your cancellation settings under Bookings > Booking Settings > Payments. Here’s how you do it:

If your patient wants to pay for a package in installments, you can manually apply a payment plan toward a package. This is how it works:

Helpful links:

• Recurring payments: https://support.intakeq.com/article/244-setting-up-recurring-payments
• Linking recurring payments to appointment packages: https://support.intakeq.com/article/246-linking-recurring-payments-to-appointment-packages
• Automated emails for packages: https://support.intakeq.com/article/223-automated-package-emails
• Cancellation settings: https://support.intakeq.com/article/76-custom-cancellation-policy-online-booking