--- title: How to Collect Payment for Custom Services during Checkout description: How to Collect Payment for Custom Services during Checkout --- [Skip to content](https://knowledge.populateemr.com/how-to-collect-payment-for-custom-services-during-checkout#main-content) English Show submenu for translations [More support](https://knowledge.populateemr.com/kb-tickets/new?hsLang=en) [Customer portal](https://support.populateemr.com/tickets?hsLang=en) ![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://knowledge.populateemr.com/kb-tickets/new) - [Customer portal](https://support.populateemr.com/tickets) - [Contact us](mailto:support@populate.com) [Contact us](mailto:support@populate.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Populate Help Desk](https://knowledge.populateemr.com/?hsLang=en) 2. [Appointments](https://knowledge.populateemr.com/appointments?hsLang=en) September 1, 2026 # How to Collect Payment for Custom Services during Checkout Click on the global create button for the dropdown list and select "Purchase Product" ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/ee5736c0-e451-45f2-ade4-278302254530/22dca56c-4f3c-4456-88a6-d96b0edf92f9/images/b36d9042-7de8-4179-9d18-cf98b04ace5f.png) Search for and select the appropriate patient from the **Patient** field. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/ee5736c0-e451-45f2-ade4-278302254530/22dca56c-4f3c-4456-88a6-d96b0edf92f9/images/782eb06a-f7f2-41c6-8567-cfd75b9b8e1b.png) Select the encounter for which you'd like the custom service to be provided for. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/ee5736c0-e451-45f2-ade4-278302254530/22dca56c-4f3c-4456-88a6-d96b0edf92f9/images/8693acec-5f60-4c1a-8598-31c9c2774ac9.png) You can also add a new encounter if it doesn't exist already. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/ee5736c0-e451-45f2-ade4-278302254530/22dca56c-4f3c-4456-88a6-d96b0edf92f9/images/ccb8df06-4032-4e7a-90ee-b13fca69e604.png) Under **Custom Service**, search for and select the service you would like to add. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/ee5736c0-e451-45f2-ade4-278302254530/22dca56c-4f3c-4456-88a6-d96b0edf92f9/images/0484ab6f-2062-4f9b-b909-6eca5da408d0.png) Click on the **Payment method** dropdown and select the appropriate payment method. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/ee5736c0-e451-45f2-ade4-278302254530/22dca56c-4f3c-4456-88a6-d96b0edf92f9/images/58899ce0-2647-43ad-bffe-98b688cc2a37.png) Click on “Confirm” to confirm the payment ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/ee5736c0-e451-45f2-ade4-278302254530/22dca56c-4f3c-4456-88a6-d96b0edf92f9/images/41fac83c-d2ec-4066-a428-8b390b6c2eed.png) Once the purchase is complete, click **Print** to review the receipt and provide the patient with a copy. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/ee5736c0-e451-45f2-ade4-278302254530/22dca56c-4f3c-4456-88a6-d96b0edf92f9/images/79f3c7fc-f96f-4aa2-b7a0-64886f5a4050.png) - [FAQ](https://knowledge.populateemr.com/faq?hsLang=en) - [Support](https://knowledge.populateemr.com/support?hsLang=en) - [Billing](https://knowledge.populateemr.com/billing?hsLang=en) - [Appointments](https://knowledge.populateemr.com/appointments?hsLang=en) - [Visit Notes](https://knowledge.populateemr.com/visit-notes?hsLang=en) - [Charts](https://knowledge.populateemr.com/charts?hsLang=en) - [Encounters](https://knowledge.populateemr.com/encounters?hsLang=en) - [Intake](https://knowledge.populateemr.com/intake?hsLang=en) - [To-Dos & Stickies](https://knowledge.populateemr.com/to-dos-stickies?hsLang=en) - [Fax & Reports](https://knowledge.populateemr.com/fax-reports?hsLang=en) - [Reports](https://knowledge.populateemr.com/reports?hsLang=en) - [Settings](https://knowledge.populateemr.com/settings?hsLang=en) - [Rachel—AI Agent](https://knowledge.populateemr.com/rachel-ai-agent?hsLang=en) - [Forms](https://knowledge.populateemr.com/forms?hsLang=en) - [Populate Continuous Care (PCC)](https://knowledge.populateemr.com/populate-continuous-care-pcc?hsLang=en) [![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png)](https://knowledge.populateemr.com/?hsLang=en) 6790 Embarcadero Ln #100, Carlsbad, CA 92011 [mailto:support@populate.com](mailto:support@populate.com) Copyright © 2025, Populate EMR, Inc.