ePay
Last update:CCH Practice Management
User Guide - ePay
This user guide outlines the setup process for integrating the ePay system using Stripe as the Payment Service Provider within CCH Central. Users must create a Stripe account, configure their business profile, and obtain API keys for payment processing. The guide details ePay configuration, including activation through configuration keys and attaching a PSP provider, along with how to customize merchant settings. Users must also add a payment link to their bill templates and manage payment link expiry settings. This ensures a seamless billing process for clients via the ePay system.
CCH Practice Management
How do I get started?
The document provides a guide for CCH Practice Management customers on how to get started with ePay, which is now available following the 2022.3 Service Pack. Users are instructed to create a Stripe account for payment processing and can access setup instructions through a provided user guide. It also outlines transaction fees associated with Stripe and links to various helpful resources related to account management and Stripe documentation.
CCH Practice Management
ePay - What is it?
ePay is an integrated feature in CCH Practice Management that enables users to add electronic payment links to client invoices, streamlining the payment process via Stripe. This feature is accessible to all CCH Practice Management customers and includes functionalities such as managing disputed bills and starting workflows through the Bills tab. Additional resources are provided for checking due statements and other relevant tasks.