Keeping your payment information up to date ensures a smooth experience when working with your practitioner. You can easily save, manage, and update your credit card details directly in your client portal.
In this article:
- Saving a Credit Card in the Client Portal
- Understanding Your Saved Payment Methods
- How Your Payment Information Is Protected
- Setting Your Default Payment Method
- Updating or Removing Saved Cards
- Understanding Payment Plans and Automatic Payments
Saving a Credit Card in the Client Portal
To save your credit card details for future payments:
- Go to Invoices & Billing either from the side menu or from My Resources menu.
- Select the Billing Information tab.
- Click the Fast Action Button in the bottom-right to Add payment method.
- Enter your credit card details in the pop-up window that appears. Alternatively, you may also see the option to save your bank account, where Bank Debits are available.
- Click Save to securely store these details to your client file.
📍 Please note: Your card information may already be present if you've paid prior invoices for a service, package, or payment plan created by your practitioner.
Understanding Your Saved Payment Methods
Practice Better accepts major credit card brands (Visa, Mastercard, American Express, and Discover) as well as branded debit cards from these same card networks. Where available, you can also save your bank account information for direct bank debit payments.
You can save multiple payment methods to your file — this flexibility allows you to choose which payment method works best for different situations.
How Your Payment Information Is Protected
Your payment security is a top priority. All credit card information is encrypted, tokenized, and handled by Stripe, which is a PCI Level 1 Service Provider — the highest level of security in the payment industry. This means that Practice Better does not store any client credit card information on its servers, ensuring that your payment details are fully protected.
Your practitioner will only see the credit card brand (such as Visa or Mastercard) and the last 4 digits of your card number. The full card details remain completely private and secure.
Setting Your Default Payment Method
The default card on file indicates to your practitioner which payment method you prefer for processing payments. If you have any automated payment plans, installments will be automatically processed using your default card.
When you have multiple cards saved, you'll see a clear "Default" label on the payment method currently set as your default.
Changing Your Default Card
If you have multiple cards in your file, you can easily change which one is set as default:
- Go to My Resources > Invoices & Billing.
- Select the Billing Information tab.
- Locate the card you'd like to set as the default.
- Click the More Options menu (3 dots) next to the card and select Set as default.
✅ All set: Changing your default card won't affect any upcoming scheduled payments or installments — your payment plans will continue as planned with the newly selected default card.
Updating or Removing Saved Cards
When Your Card Needs to Be Updated
If your card expires or you need to update your payment information, saved payment methods cannot be edited directly. Instead, you'll need to delete the old card and add your new card details.
To remove a saved payment method:
- Go to My Resources > Invoices & Billing.
- Select the Billing Information tab.
- Locate the card you'd like to remove.
- If you have only one saved card, click the trash can icon beside it.
If you have multiple cards saved, click the More Options menu (3 dots) next to the card, then select Delete.
📍 Please note: The ability to delete saved payment methods depends on your practitioner's settings. If you don't see the option to delete a card, please contact your practitioner for assistance.
After removing the outdated card, simply follow the steps above to add your updated payment information.
If You Saved the Wrong Card
If you accidentally saved incorrect card details, don't worry — simply delete the incorrect payment method and add the correct one. The process takes just a moment, and your practitioner can also assist if needed.
Understanding Payment Plans and Automatic Payments
If you're enrolled in a payment plan with automatic installments, you can view your upcoming scheduled payments directly in your client portal under My Resources > Invoices & Billing > Payment Plans tab. While you won't receive advance notifications before each installment is processed, you will be notified immediately after each payment goes through.
What Happens If a Payment Fails
If a payment fails due to insufficient funds, an expired card, or another issue, both you and your practitioner will be notified right away. This gives you the opportunity to update your payment method quickly and keep your account in good standing.
💡 Tip: To avoid payment interruptions, make sure to update your card information before it expires. You can check your card's expiration date on the Billing Information tab.
Need help? If you have questions about managing your payment methods or encounter any technical issues, don't hesitate to contact Practice Better support.
For inquiries about things you’ve been invoiced for and to discuss your charges, reach out to your practitioner. They're here to support you and ensure your billing experience is smooth and secure.