Adding a Credit Card to a Client's File

Adding a credit card to your client's file is required to auto-collect installment payments or process invoices on behalf of your clients.

To add a credit card to a client file, you'll first need to link your Stripe or Square account to Practice Better. All credit card information for your clients will be stored in your accounts.

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 already be present if you've collected prior payments from them for a service, package or payment plan.