CSRs and other Flywire Staff Experience users can take and record payments coming from patients directly in the Staff Experience. To learn about refunds and voids, check out our article How to Issue Refunds & Voids.
Here is how to take a payment!
1. Look up the patient account in the Staff Experience on the Patient Search tab, and click Submit.
2. On the My Accounts tab, click Make A Payment. This takes users to the Make Payment tab.
3. Select the accounts to pay. The full unpaid amount will be the default amount that is being paid. Users can indicate an other amount in the amount field. Click Continue.
4. Enter the payment method. Options are credit/debit card, bank account, and Apple/Google Pay.
Users on Android will see Google Pay, while users on Apple devices will see Apple Pay — it’s automatically detected based on the browser and device being used.
Enter the payment date (this can be scheduled out into the future), the payer's email address (for a confirmation email to be sent), and click Continue.
Note: Payment information can also be stored for future use by clicking the "Store payment method for future use" box.
5. Review the payment information one last time and click Submit.
6. The payment receipt screen will appear. In this screen Staff Experience users can:
- Return to the Patient Home screen
- Void the payment
- Print a copy of the payment receipt