In order for adit pay to automatically charge payments, patients first need to add a payment card on file. Please note that the payment cards will be saved on the PATIENT level and not the plan level. This means that any changes you make to the payment card will affect all payment plans and subscriptions associated to that patient.
First click on the plan to view the plan details page
Select Update
On the dropdown select Update Credit Card
It will then open up the Patient Card.
Continue reading point #2 to finish learning how to update the payment card.
Open up the Patient Card
Select Patient Info tab
In the Payment Card Info select Add Card
In the Pop Up, enter in the following credit card details:
Cardholder Name
Card Number
Expiry
CVV
Card Priority
Primary - This will be the default card that is selected when charging payments
Secondary - This will be the backup card on file in case the primary card fails
Once the information is entered, select Add
That card is now on file.
Notes:
You can only have a maximum of 2 cards on file.
If there is only one card on file, that card cannot be deleted.
If there are two cards on file, then one card can be deleted.
If the primary card is deleted, then the secondary card will automatically be marked as the primary.
The request can be initiated from the payment or subscription plan:
Select Update from the plan detail page
Then Select Send Credit Card Link from the dropdown
The request can also be sent to the patient from the patient card
Open the patient card
Select Request Card
From there confirm the message that you want to send out and then select Send
The patient will receive this request via both email and text.
From there the patient will be re-directed to this page where they can see all of their cards on file. They can choose to do any of the following actions:
Add A Card on File
You can only have a maximum of two cards on file. If you want to replace a card, you first have to delete the card and then add the new one.
Delete Card
Mark as Primary
When a payment fails, a patient will receive a reminder letting them know that their transaction failed. Within the message will be a link where the patient can go to update their card on file.
Once the patient selects Update Card then they will be redirected to the payment page where they can add a new card on file and pay for the overdue balance.
When a patient receives a payment request, they will click on the link inside the message.
That link will send them to the payment page, where they can enter in their card details.
If there are no cards on file yet:
The patient will have to enter in their card details
At the bottom of the page, they will have the option to select the checkbox Save This Card on File
Then they will select Pay Now
While the payment processes, this will also save the card details for any future payment requests.
If there are existing cards on file:
The patient has the option to select the saved card to run the charge on, or use a different card
If they add another card, they can also choose to save that card on file, or only use it once to fulfill the payment request