UPDATING A CREDIT CARD FOR WELLNESS PLAN PAYMENTS
When a credit card attached to a wellness plan needs to be updated, the card must be updated directly from the patient’s Wellness Plan screen only.
- Do not update the card from the client’s profile. The card will not attach to the wellness plan payment schedule if updated from the client profile.
- If the client has multiple pets on plans, this process must be followed on each wellness plan file.
- Go to the patient’s Wellness Plan Screen
- Expand the pet’s “Payment Schedule”
- Select “Add Card” from the payment schedule
- Choose Card Type, select the appropriate type (American Express, Discover, Mastercard, Visa)
- Update the card either by entering it manually or swiping the card on the appropriate terminal
- Click on Authorize and Store
RECEIVING FAILED PAYMENT (IN HOSPITAL)
If a notification is sent about the client’s payment failed, that means the past due/failed payment was put on an invoice. You will need to take payment from the “Checkout Client” screen.
- Go go “Checkout Client” there should be a balance owed (failed payment amount)
- Process payment from checkout screen as normal using new stored card