Setting up and Accepting Payments

Set up a Stripe Account

Login to your clinic’s Flow account at https://login.otto.vet. Payments can be found under Settings > Payment, or at https://flow.otto.vet/settings/clinic/payment

Create a Stripe account and add bank account information where payments will be received.

Accepting Payments Through Flow

Terminals

Terminal payments can be made using a physical card or Apple/Google Pay when the terminals are connected to WiFi. Terminals can support swiping, tapping, or inserting cards, depending on which is most convenient.

Collecting a payment via a s700 Terminal

1. Search for the client on the terminal 

💡If the terminal is ready to use, there will be a green dot beside its name. If there is an issue with the terminal, the dot will be red. Usually this means the terminal is low on or out of battery and needs to be plugged in.

2. Enter the amount due and click Make Payment. If the clinic is using integrated invoicing, the invoice amount and/or account balance can populate automatically instead.

💡Flow currently supports integrated invoicing with Cornerstone, AVImark, and Impromed.

3. Present the terminal to the client. They can swipe, tap, or insert a card or pay with Apple or Google Pay

Collecting a payment via a Wis Pos E Terminal

1. Locate the client in question, either using the search paw icon in the menu on the right side of the screen, or by clicking on the client’s initials in a conversation to bring up their Flow account

2. Click on Payment.

3. Under ‘Send Method,’ select Payment Terminal, then under ‘Select Terminal,’ select the terminal that you are using.

💡If the terminal is ready to use, there will be a green dot beside its name. If there is an issue with the terminal, the dot will be red. Usually this means the terminal is low on or out of battery and needs to be plugged in.

4. Enter the amount due and click Make Payment. If the clinic is using integrated invoicing, the invoice amount and/or account balance can populate automatically instead.

💡Flow currently supports integrated invoicing with Cornerstone, AVImark, and Impromed.

5. Present the terminal to the client. They can swipe, tap, or insert a card or pay with Apple or Google Pay

Text To Pay

Payments can be sent to and made by pet parents via a texted link

Requesting a Text To Pay Payment

1. 1. Locate the conversation of the client in question, either by finding it in the conversation column on the left side of the screen; or by clicking the search paw icon in the menu on the right side of the screen, searching for the client, and clicking ‘Join Chat’
   2. Within the conversation, click on the receipt icon with the dollar sign
   3. Enter the invoice amount that the pet parent needs to pay. If you would like to include additional documentation, such as an itemized invoice, you can click Add Document to upload a file to the message as well. If the clinic is using integrated invoicing, the invoice amount and/or account balance can populate automatically instead. Flow currently supports integrated invoicing with Cornerstone, AVImark, and Impromed.
   4. Click Send Message

Virtual Payments

Payments can also be made by manually entering client credit card information, such as if a client wants to pay over the phone or if the clinic wants to pay through Flow but does not have terminals.

Collecting a Virtual Payment

1. 1. Locate the client in question, either using the search paw icon in the menu on the right side of the screen and searching for the client, or by clicking on the client’s in a conversation to bring up their Flow account
   2. Click on Payment
   3. Verify it is the correct client and receipt email
      1. The receipt email will pull automatically from the client’s account, but you can type in a new receipt email if the client wants their receipt sent somewhere else.
   4. Select Credit or Debit Card and then enter the client’s payment information
   5. Enter amount due and click Make Payment. If the clinic is using integrated invoicing, the invoice amount and/or account balance can populate automatically instead. Flow currently supports integrated invoicing with Cornerstone, AVImark, and Impromed.