The next page to take a look at is our Settings. At the top of the settings page is Payment and Receipts. Under Payment Methods, you can toggle cash payments and check payments on or off. If your practice doesn't accept cash or check, you can disable those options entirely so they don't appear in the New Payment flow. Under Receipts, you can enable automatic receipt emails and set a dedicated receipt email inbox — if you want all receipts to CC a central email address rather than just the customer. You'll also see the Cash Discount Program section on the right. This is a separate topic we'll cover in its own dedicated video, but you can toggle it on or off from here.

Scrolling down, you'll see your details section — your organization's legal entity name, DBA name, tax ID, and application level. The fields you can edit directly from this page are DBA, business address, mailing address, phone number, and website. Any changes here update your merchant profile and appear on your receipts and reports.