Adding a Credit Card to a Client's File

• Add a credit card on behalf of your client
• Add a credit card from the client portal

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.