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How do I accept a patient payment in Barti?

Open the invoice, click Patient Payment, confirm or adjust the amount, select a payment method, then click the button for that method — most methods use Add Payment; Stripe-processed cards use a different button to collect the charge first.

Written by Dan Healey

Who this is for: All Barti users who collect patient payments.

Before you start, you'll need:

  • An invoice with a balance

  • If collecting by Credit Card (Stripe) or Credit Card Terminal (Stripe): enrollment in Barti Payment Processing

Steps

  1. Open the invoice you want to collect payment on.

  2. Click Patient Payment.

  3. Confirm the payment amount. It defaults to the full balance due. For a partial payment, click the down arrow next to the payment amount to see all line items, then enter the specific amount the patient is paying.

  4. Select a payment method:

    • Cash

    • Credit Card — for recording a card payment taken outside Barti (for example, on a separate card machine) without processing it through Stripe

    • Credit Card (Stripe) — for manually typing in a card number to process through Stripe

    • Credit Card Terminal (Stripe) — for processing a card on an in-office Stripe terminal

    • Check

    • EFT

    • Other

    • **Patient Credit - $X.XX — appears only when the patient (or a family/guarantor group member) has available credit

  5. Click the button that matches your selected method:

    • Cash, Credit Card, Check, EFT, or Other → click Add Payment to record the payment immediately.

    • Credit Card (Stripe) → click Enter Credit Card Details. In the pop-up that appears, enter the patient's card number, then click Collect Payment to charge the card and post the payment.

    • Credit Card Terminal (Stripe) → click Collect Credit Card Details. Have the patient complete the transaction on the in-office terminal.

What you'll see when it works

The payment is applied to the invoice and the balance updates to reflect the amount paid. For Credit Card (Stripe) and Credit Card Terminal (Stripe) payments, the payment also posts to Stripe.

Troubleshooting

What's the difference between Credit Card and Credit Card (Stripe)?

Credit Card simply records that a card payment was taken — for example, on a separate card terminal outside Barti — without processing anything through Stripe. Credit Card (Stripe) and Credit Card Terminal (Stripe) actually charge the card through Stripe from within Barti.

Can I apply a payment to only part of an invoice?

Yes. Click the down arrow next to the payment amount to see all line items, then enter the specific amount the patient is paying on each.

I selected a Stripe payment method, but I don't see Enter Credit Card Details or Collect Credit Card Details.

These options only appear if your practice is enrolled in Barti Payment Processing.

I still have questions about accepting a patient payment.

Email [email protected] and our team can help.

Related articles

Article type: How-to Product area: Billing / Payments Audience: All users Last reviewed: [YYYY-MM-DD by Name] Alternate phrasings (for Fin matching): - How do I collect a patient payment in Barti? - Take a credit card payment in Barti - Patient Payment button - Process a payment through Stripe - Use the Stripe terminal in Barti - Record a cash or check payment - Take a partial payment on an invoice - Enter Credit Card Details vs Collect Credit Card Details -->

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