Updating the credit card on file for your subscription

Updating the credit card on file for your subscription

If you received an email that the credit card on file for your account has been declined, please update your card information as follows:
  1. Click on Settings
  2. Click on "subscriptions" and select "add payment method"
  3. Complete the form that appears - please set the new card as primary
  4. Click "save"

    • Related Articles

    • Securely storing credit card information on file

      This feature is only available as part of Integrated Payments We allow for the secure storing of client credit card information as part of Integrated Payments.  Cards that are stored on file can be used to pay invoices, as well as to automatically ...

    • CardConnect PCI compliance

      If you use Card Connect for your credit card processing, you may be asked to complete a survey periodically to maintain PCI compliance. This is a process intended to verify and maintain proper levels of data security.   The Payment Card Industry Data ...

    • Setting up the Integrated Payments - Ingenico Devices

      CardConnect is a card processing solution that is integrated with our software.  The integration provides several ways to process payments, including a countertop terminal, a mobile terminal, the ability to email clients invoices so they can pay them ...

    • Exporting a patient's history

      You can print or email any portion of a patient's history with a few clicks. To email a patient's history: Navigate to the applicable patient Click "export" and select "email patient file" Select the date range for the records you wish to include ...

    • Working with attachments

      Attachments can be uploaded to a medical record, a medical note, a patient's profile, and a client's profile.  Attachments can be in the form of images (e.g., jpg or png), documents (e.g., PDF or doc), or videos (e.g., mp4 or mov).    To attach a ...