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Setting up card payments

Open your practice's account with the payment provider so you can take cards, and see what the provider still needs.

Who this is for: Practice administrator, Practice manager, Biller

Cash and cheques can be recorded and invoices raised without a card account. Taking a card needs the practice's own account with the payment provider.

Open the account

  1. Select Payments in the side rail.
  2. Under Card payments, select Set up card payments.
    The Card payments panel on the Payments screen with the Set up card payments button.
  3. Read what the provider will ask for, then select Continue to followed by the provider's name, and confirm it is you.
  4. Complete the provider's pages: who answers for the practice and the bank account it is paid into.
  5. You come back to Back from the payment provider, which shows what the provider says about the account. Select Back to payments.

Finish what the provider still needs

  1. Under Card payments, read What the provider still awaits. A date beside it is when the provider stops the account taking cards if those items are still outstanding.
  2. Select Finish the provider's setup to go back and complete them.
  3. When A card can be taken right now shows, you are ready.

Last checked against Weft on 07 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.