Processing Client Credit Cards with Jituzu Merchant Account

Processing Client Credit Cards with Jituzu Merchant Account

Merchant accounts are set up through Jituzu.  Credit card charges can be made directly from Jituzu, or if you also have a My Clients Plus account that is synchronized to your Jituzu account, you can run credit card transactions from My Clients Plus.

To set up a Jituzu Merchant Account, go to My Account and then "Set up Credit Card Payments".  Click on New Merchant Account Application to begin.

Setting Up a Merchant Account

Once a Merchant Account is set up, you can process credit card payments in a number of ways:

  • In Jituzu directly, from Clients
  • In My Clients Plus, from the Client Session / Paid at Session, Payments Received and Adjustments / Client Payments, or from the Balances Due You report

From Jituzu directly:

To process a credit card payment from Jituzu directly, click on Clients and select the client.  On the right side of the screen, you will see the credit card processing. 

Start by entering the amount you would like to charge to the client, then click the blue Pay Now button. 

You can chose to use a Saved Payment Method, if you have already entered or swiped a card and saved it to file for the client, or you can chose to Enter a New Payment Method and manually enter the card information or swipe the card if you have a compatible card swipe device**. 

To use a  Saved Payment Method, when you enter the payment amount and click Pay Now, a pop up will display and you can select Saved Payment Method. A note may be added to include in the client email receipt. Please avoid PHI in the client note. A brief note may also be added for the provider report.

To Enter a New Payment Method, enter the amount you would like to charge the client, then click Pay Now. Select Enter New Payment Method, then select either Enter Card Number or Swipe Card. 

To manually enter a payment method in, select Enter Card Number, then complete the information on screen. When you are done, click Click to Process Payment for $X. 

To Swipe a card, you would also select Enter New Payment Method, then click on Swipe Card. 

When you see the green Swipe Care Now bar, swipe the card. 

Once you have swiped the card, you will have an option to enter/confirm the email address for receipt, add a receipt note, and a payment note. 

NOTE:  If you also use My Clients Plus, and you process the payment in Jituzu directly, you will need to manually post the payment in My Clients Plus.

From My Clients Plus:

There are three ways to process credit card payments in My Clients Plus:

  • From the Client Session / Paid at Session
  • From the Balances Due You report
  • From the Payments Received and Adjustments / From Client screen

Client Session / Paid at Session

Whether you enter in sessions or import your appointments from Jituzu as Client Sessions, you can process credit card payments from the Client Session.

1. Enter payment amount in  Paid at Session

2. Select  Pay This

3. Select  Pay Now

4. A pop up box will show - choose either Enter a New Payment Method or Saved Payment Methods

5. Choose to use a Saved Payment Method or to Enter Card Number or Swipe Card (swipe examples below)

6. Enter the email address to send the receipt of payment to, and select if you would like to keep the card on file

7.  Click to Process Payment

8. After payment is complete - Save the Client Session in My Clients Plus. 

Balances Due You Report

1. Select view option and Go

2. Under  Private Pay from Clients, Check the box to the left of the client balance you wish to charge

3. Select Charge to Client Credit Card

4. Pop upbox will show with client name a payment amount- Click-  Pay This

5.  Click  Pay Now

6.  Choose to use a Saved Payment Method, or Enter New Payment Method to Enter Card Number or to Swipe

7.  Follow the on screen prompts, then enter the email address for the clients receipt if not already there and select if you would like to keep card on file.

8. Click to Process Payment

Once the payment has been processed: 

  • The Transaction approval authorization will be displayed
  • The payment will be posted to the client's My Clients Plus account
  • The client session will drop off of the Balances Due You report

Payments Received and Adjustments

In Payments Received and Adjustments, you can charge your clients directly from this screen.  

1.  Click  Enter a New Item

2.  Select  From Client under Payment Type

3.  Choose the Client Name

4.  Click Accept Credit Card Payment, enter the amount and click Go

5. Pop up box will show with client name a payment amount- Click- Pay This

6.  Click Pay Now

7.  Choose to use a Saved Payment method or to Swipe

8.   Click to Process Payment

Once you have processed the payment, you can complete posting that payment against the outstanding balances that your client has been invoiced for.

Here is a helpful article on Posting Client Payments:  Entering a Payment from a Client

You may run credit card transactions directly in your Jituzu account under Client, but you must manually record the payment in My Clients Plus.  

**Card Reader Note:  

At this time, we do not have any specifically recommended card reader, but you can purchase a USB "3 Tracks Magnetic Credit Card Reader Stripe Swipe Magstripe Scanner" at any store that carries such devices. With a new Mac there is no USB port, so you would need to use a USB adapter for now.

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