![]() The main advantage of Square’s new offering of a Business Associate Agreement is that Square actually offers quite a bit more than just basic credit card processing. Instead of talking about the details of banking and HIPAA here, I’ll refer you to our article on the topic:īanks and HIPAA: Checks & Credit Cards vs. When collecting payment for your services, HIPAA takes a back seat (for the most part.) So it was always HIPAA-compliant to do the basic task of accepting credit cards using Square. That will put us, and possibly our clients, at real risk.Ģ) Square was always HIPAA-friendly in its most basic form. What’s even more dangerous is the risk that if we say to ourselves, “Square is HIPAA compliant,” then we are likely to ignore the fact that compliance is our own ongoing task and we will erroneously assume Square is taking care of everything without thinking about it any further. If we conceptualize things like Square as being either “HIPAA-compliant” or not, then we see them simply as something we can use or something we can’t, with no space in between. You and I can be HIPAA compliant (or not.) I know I sound pedantic, really, but this matters a lot. I know this is how the question will be asked by many clinicians, so let me make sure the situation is clear:ġ) Products can’t be HIPAA compliant. Read on… Wait, Is Square HIPAA Compliant Now? This was not only unexpected on my part, but it also opens up new possibilities for using Square while remaining HIPAA compliant - and unfortunately it also has potential to enable ethical problems and even harm to clients. You don’t even have to take my word for it. If you choose to manually record a Square invoice payment in MassageBook after you receive it, select Other when selecting a payment method to enter a description of your choice (e.g., Square Invoice) so that you can complete checkout in MassageBook.Square has finally heard our pleas, oh colleagues, and have started handing out HIPAA Business Associate Agreements like they’re going out of style! (Not sure what that is? See our article on What Is a HIPAA Business Associate Agreement?→) Invoices that are generated and collected in Square are not automatically recorded in MassageBook.For the most up-to-date steps in Square, click here.You can then record that payment within MassageBook by choosing Other as the payment type, whether you are checking out an appointment or processing a payment in the Cash Register. Once the client has paid through the invoice, you will receive a notification within Square. Preview, Save as Draft, or Send using the buttons in the top right. Use the default reminders, or click Edit reminders to change.Īs a final step, select if you want to Request a Shipping Address or Attach a Square Contract to your invoice. Select if you will allow customers to add a tip or save a card on file.Ĭhoose to Share via Email or Manually and add additional recipients as needed. You can also choose one of the other Payment method options including credit or debit card, ACH bank transfer, or gift card. If the customer has a card on file, you can select from Payment methods on file. Default service charges can be created from the Account & Settings tab of your online Square Dashboard. You can create a new service charge while creating your invoice or select an existing service charge to apply. If applicable, click Add service charge to apply a service charge for fees that will be added to the original invoice amount, such as shipping or handling expenses. You must set up taxes and create discounts prior to adding them to an invoice. Note: Only existing, fixed-percentage discounts can be applied to an item. To add a discount to a specific item, click Customize next to the item. To add a discount to the entire invoice, click Add Discount. Under Line items, Add Items and unit types, then use Customize to apply modifiers, notes, and taxes. ![]() You can also include an optional Sale or service date to your invoice.Ĭhoose when to Send the invoice, and when it's Due. If you would like to use the same message for all of your invoices, select Save as default message. Select a customer from your Customer Directory, or enter a new name and email address or phone number.įor ID, title, message, attachments, select Edit to add an optional Invoice Title, and edit the Invoice ID to match your records.Īdd a personal message. Navigate to Invoices in your online Square Dashboard > Create Invoice. To invoice a client through Square, you would follow these steps: You cannot invoice a client directly through MassageBook, but you can send an invoice through Square and record the payment, once it's received, within MassageBook.
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