CP Online™ Forms

[Start Here] Online Forms: How do I use the CP Online Payment Form?

[ADS] CP Online Forms: How to collect payments, sell services or products

Make it easy for your clients to pay you with secure online payment forms!

Edit Forms: How do I view/edit my CP Online Forms™ I use with the Auto-Debit System?

Add New Online Forms (ADS): How do I create a new CP Online Form™ to collect payment using the Auto-Debit System®?

Add New Online Forms (DES): How do I create a new CP Online Form™ to be used with the Drip-Education® Email Marketing System to generate leads?

Manage Online Forms: How do I activate/inactivate a CP Online Form™?

CP Online Forms: Shortcut to Pay Now Link - and how to use it!

Need a quick and easy way to get a virtual payment from your patients outside of the practice? Looking for a way to send an attached invoice? Generate a Pay Now Link to quickly send a secure online payment form and get paid!

CP Online Forms: How to handle online payments

You've just received notice that a patient filled out your CP Online Form successfully and made a payment, now what? We've gathered some helpful tools and instruction in one place to help determine the best actions to take.

CP Online Forms: How to Generate a QR Code

Need an easy way to get people to visit your CP Online Form by scanning a QR Code? This article will teach how easy it is to do!

CP Online Forms: How do I access the history of the Pay Now Links I have sent?

Need a way to see who you have sent the Pay Now Link to? This report generates a list helping your office keep track of these requests for payments, along with if you've attached an Invoice/PDF.

Online Forms: Pay by QR Code Scan

Learn how to have your patients scan a QR code to make a payment online so they can Scan→Pay→Go!

Processing: How to use different merchant accounts [CP Online Forms]