- Add a credit card on behalf of your client
- Add a credit card from the client portal
- Saving Credit Card Information From an Invoice
You'll need to add a credit card to your client's file to auto-collect installment payments or process invoices for your clients.
To add a credit card to a client file, you must first link your payment processor to Practice Better. All credit card information for your clients will be stored in your payment processor.
Adding a credit card on behalf of a client
1) Go to the Billing Information tab on your client's Billing & Payments page:
2) Click Add card. A popup will appear allowing you to enter your client's card information:
Adding a credit card from the Client Portal
Your clients also have the option to add a credit card from their Client Portal by going to My Resources > Invoices & Billing.
And selecting the Billing Information tab. Your client's card information may be present if you've collected prior payments for a service, package, or payment plan.
Saving Credit Card Information From an Invoice
When you create an invoice in Practice Better, you can enable the option to Save billing information for future payments.
Once the client pays this invoice, their billing information will be automatically saved in their client record.
