Manage Saved Payment Methods

You can add and remove saved payment methods for your patients in the Bill To & Insurance Info section of their Client Profile.

Add a Saved Payment Method

1. Click on the Clients tab in the menu bar and locate the appropriate client.
2. Click on the Client Name to open their Client Profile.
3. Click on the Bill To & Insurance Info tab.
4. Click the Manage Payment Methods button.
   
5. Click Add Payment Method.
   

   

6. Enter a Name for This Payment Method.

   NOTE:  The name you enter for the payment method displays in the Saved Payment Methods list.

    

7. Click Submit.
   
8. The new payment method and displays in the Saved Payment Methods list.

   NOTE:  If you have multiple cards saved, you can choose which card will be the patient's default payment method.

    

   

    

[Back to Top]

Remove a Saved Payment Method

1. Click on the Clients tab in the menu bar and locate the appropriate client.
2. Click on the Client Name to open their Client Profile.
3. Click on the t Bill To & Insurance Info tab.
4. Click the Manage Payment Methods button.
   
    
5. Click the red Remove button to remove a payment method.
   

   

    

If you are enrolled in Credit Card Processing , you can add/store credit cards for Client in the Client's Bill To & Insurance Info tab.

You can choose to store a Client's Credit Card details during the Client's first transaction, OR you can manually store details.

Add Client Credit Card

1. Locate Client and open Client Profile.
2. Click Bill To & Insurance Info tab.
3. Click Add Credit Card button.
   
    
4. Click Enter Card Details.

    IMPORTANT:  If you are adding another Credit Card to the system, type over previous card numbers entered. The original card will not be lost.

    

5. Manually add Client's Credit Card information OR select Scan from USB Card Reader and swipe the card.
6. Ensure the Save Payment Details for Later Use is marked.
7. Click Save.
   

[Back to Top]

Process Credit Card Payments

After a Credit Card has been stored in the system for a Client, when you process payment, you will only need to enter the following:

• Enter the Credit Card CVV Code. The CVV Number is the 3- or 4-digit number located on the back or front of the card. 
• Enter the billing zip code.

If there are multiple cards on file for a client, the default card stored will be indicated by a default icon.

[Back to Top]

Remove Client's Stored Credit Card

1. Locate Client and open Client Profile.
2. Click Bill To & Insurance Info inside menu.
3. Click X to remove appropriate cards.
4. Confirm deletion.
5. Click Save Billing Info.
   

[Back to Top]