Canopy

Canopy Payments Onboarding Checklist

Enroll in Canopy Payments as an Individual Entity

Enable Automated Late Fees

Navigate the Payments Dashboard

Save Client Payment Information

How do I Enter a Payment in Canopy?

Make an Additional Payment - Practitioner

Enable Surcharge for Client Portal Payments

Set Up Recurring Payments

Make a Payment on the Client Portal

Refund a Payment

Enroll in Canopy Payments as an Organization Entity

Canopy Payments

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