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

Enter Payments

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

In Person Payments : Terminal Setup

Canopy Payments

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