Change your bank account for Petly Plans deposits

Modified on Tue, Feb 22, 2022 at 12:39 PM

Your Petly Plans funds are deposited into your elected bank account by your payment partners. This includes Authorize.Net, eCheck.Net (if applicable), and your chosen merchant service provider. These accounts are owned solely by your hospital. When a client makes a payment, that money processes through an account you own and is then deposited directly into your identified bank account. 


IDEXX does not filter those direct payments. Your IDEXX fees for using the Petly Plans software are invoiced once a month and unrelated to your deposits and fees managed by your payment processing partners. 


A quick overview of the necessary steps to update bank account information for deposits is listed below. If you need further instruction, Authorize.Net can be reached at 877-447-3938 or you may visit their online support resource. Keep in mind, for security purposes, only authorized account users can update bank account information for your practice. This often includes the hospital owner(s), financial directors, or practice managers. 


How to change the bank account for eCheck deposits: update where your ACH withdrawal payments (direct from your clients' bank accounts) go

  • Log into your Authorize.Net account
  • Enter your Login ID and Password
    • NOTE: If you are the account owner, but do not recall your login credentials, you may use the "Forgot Username/Password" links provided on the login page or contact Authorize.Net support for further assistance (877-447-3938).
  • Go to Account
  • Select Billing Information
  • Review and update bank account information
    • From this page, you may also update Authorize.Net billing information. Authorize.Net provides you the flexibility to pay your payment gateway fees with a credit card or bank account. If this information needs to be updated as well, you may also change that here.


How to change the bank account for credit and debit card deposits: the following steps are intended for Platinum Payment System/EVO merchants only. If you elected to sign up with a different merchant service provider for your Petly Plans, please contact your merchant service provider directly to update this information. 

  • Complete the attached document “EVO Merchant Account Change Form.”
    • Must be completed by an existing and authorized account user
    • Include a copy of the authorized owner's driver’s license
    • Include a copy of a voided check or bank letter for the intended deposit account (Starter checks are not permitted).
    • Reference your merchant ID on the form
  • Submit to: support@platpay.com, LHansen@platpay.com, and billing@petlyplans.com 
    • NOTE: If you offer American Express for your Petly Plans clients, you will need to contact American Express directly to update your banking information.
      • Call 800-528-5200 and reference your account to update American Express


We hope this information has been helpful for you.


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