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Setting Up Payments

Updated

Overview

Before you can collect card payments in Payments V2, your practice needs to connect a payment processor. Lobbie processes card payments through MX Merchant. This article covers connecting your processor and configuring an optional processing fee.

Who can do this: Payment setup lives in your practice settings. If you don't see the Billing settings described below, ask a Lobbie administrator at your practice or contact Lobbie support.

Where payment settings live

Go to Settings → Billing. You'll see several tabs:

  • Billing Details — your practice's billing information.
  • Payment Vendor — connect and check your payment processor, and configure the processing fee.
  • Manual Payments — the cash/check/other methods you can record.
  • Categories — how you group catalog items.
  • Tax Rates — sales tax rates you apply to items.
  • Catalog — the items, services, supplies, and packages you bill for.

This article focuses on the Payment Vendor tab. The other tabs are covered in Building Your Catalog.

Connecting MX Merchant

  1. Open Settings → Billing → Payment Vendor.
  2. Lobbie checks for a connected MX Merchant account. While it does, you'll briefly see "Checking MX Merchant…"
  3. If nothing is connected yet, you'll see "No payment vendor account configured." Follow the on-screen steps to connect your MX Merchant account.
  4. Once connected, the tab shows your configured account and the fee settings below.

Until a processor is connected, Payments V2 pages show a "No payment processor set up" message and you won't be able to run card payments. You can still build your catalog while you wait.

Configuring a processing fee (surcharge)

On the Payment Vendor tab you can turn on an optional processing fee (also shown as Surcharge). When enabled, this fee is added to card payments on top of the base amount. Please note that this is simply a setting that must match the value in your processor settings.

This is why Payments V2 shows two amounts throughout the app:

  • Amount — the base price, before the fee.
  • Charged — the total run on the card, including the fee.

The fee is calculated automatically at the time of payment, and it's also handled correctly on retries and refunds — you don't need to do the math yourself.

Note: Processing-fee rules vary by state and card brand. Confirm your configuration with your MX Merchant agreement and applicable regulations before enabling it.

Checklist before you go live

  • MX Merchant account is connected on the Payment Vendor tab.
  • Processing fee is configured the way your practice intends (on or off).
  • Your Catalog, Tax Rates, and Manual Payment Methods are set up (see Building Your Catalog).

Where to go next