Clients can independently add and save a card or bank account through their Practice Better Client. The payment method is then available for invoices and payment plans, with additional methods depending on the practitioner’s configuration.
In this article:
Before You Begin
You must have an active client portal with a practitioner who uses Practice Better.
If you're unsure if you have activated your account, reach out to your practitioner for an invitation.
Once you receive your client portal account activation email, learn what to expect when Activating Your Client Account →
Adding Your Billing Information in the Client Portal
Clients can add their credit card or bank information independently through their Client Portal, giving them control over their payment methods.
- Log in to the Client Portal.
- Go to My Resources > Invoices & Billing or click Invoices & Billing from the menu, and select the Billing Information tab.
- Click the Fast Action Button in the bottom-right to Add Payment Method.
- Select either Card or Bank Account and enter the payment method details in the pop-up window:
- Card number
- Expiration date (MM/YY)
- CVC Security code
- Country
- ZIP/Postal code
- Click Save.
The payment method is now stored and ready for use on invoices and payment plans.
📍 Note: Clients may see other payment methods in addition to credit card, depending on the practitioner’s Practice Better Payments configuration.