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Managing Payment Methods

Configure payment methods in Zanda to reflect your preferred payment processors. Add or remove methods like PayPal and Direct Debit.

When you start a Zanda account, it includes standard manual payment methods, such as Cash, MasterCard, VISA, AMEX, Debit Card, Gift Voucher, Direct Deposit, and region-specific cheque or check options. You can also add payment methods that suit your business needs, such as Outside Terminals, Direct Debit, PayPal, or another external payment option. 

In this article:

Adding a new payment method

  1. Go to User Menu > Account Settings > Payments > Payment Methods. 
  2. Click Add payment method.
  3. Add the new payment method name.
  4. Click Save.

 

Removing a payment method from the active list

  1. Go to User Menu > Account Settings > Payments > Payment Methods.

  2. Find the payment method in the list and click it to edit.

  3. Turn off the Active switch.

  4. Click Save. 

This will remove the method from the list of payment methods when you add payments to invoices. 

Reactivating an inactive payment method

  1. Go to User Menu > Account Settings > Payments > Payment Methods.

  2. Turn on Show Inactive.

  3. Find the payment method you want to make active and click its name to edit it.

  4. Turn on the Active switch

  5. Click Save. 

This will add the method back to the list of available payment methods when you add payments to invoices. 

 

Frequently Asked Questions

❓ Can I connect  an external payment processor to Zanda?

For external processors, such as Square, Zip Pay, etc, use Zanda to record the payment after it is processed outside Zanda. To offer external processors as an option, process the payment outside of Zanda, then add an active manual payment method such as Zip Pay or Square in User Menu > Account Settings > Payments > Payment Methods and select it when recording the payment on the invoice. For automated online card payments and invoice payment links, connect Stripe instead.

❓ Can I set up ACH payments in Zanda?

ACH can be used as a payment method for recording payments in Zanda, but it is not a general direct-debit processing setup for client invoice payments. If your practice receives ACH payments outside Zanda, add ACH as a manual payment method, then select it when you record the payment on the invoice or from Billing > New Payment.

For online card payment processing, use the Stripe integration. In US insurance claiming workflows, ACH may also appear as an integrated insurance payment method when insurance claiming is active.

❓ Can I reorder payment methods so one appears first?

No. Zanda does not currently let you reorder payment methods or set one manual payment method, such as Direct Deposit, to appear first in the payment method list.

You can still manage which payment methods are available when adding payments to invoices. Go to User Menu > Account Settings > Payments > Payment Methods to add a new method, rename an existing method, make a method inactive, or turn Show Inactive on and make a method active again.

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