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Update Payment Method

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Updated: 11/12/2024 | Views: 1714

System Administrators can change the credit card or ACH payment information used to process payments for the account.

Note: For accounts with multiple practices, the payment method only needs to be updated in one practice to change the payment method for the account. The entire account's invoice will be charged to the updated payment method.

Navigate to Update Payment Method

  • Click Help > Manage Account > Change Payment Information. The Customer Payment window opens and displays the Update Payment Method form.
 Desktop_ChangePmtInfo_Navigate.png

Update Payment Method

  1. Click to select "Credit Card" or "ACH".
  2. Enter the applicable fields.
    Note: To avoid interruptions in services, the name on the card and the address must match the information on file with the credit card company or bank.
  3. Click Update when finished.
 Desktop_ChangePmtInfo_UpdatePmtMethod.png
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