2026 How to update a payment profile

Modified on Mon, Jun 29 at 3:02 PM

Edit a client's payment profile to ensure it is up-to-date and to avoid payment collection issues. This should be done prior to processing a payment through the Petly Plans application.

AdministratorPrior to processing a payment

Things to know before you begin

The Potential Payment Issues report is an easy way to view and address future payments that will not process due to an inaccurate payment profile. Run this report before auto-draft to catch issues early.

Actual credit card, debit card, and bank account information is stored within your payment gateway service provider. Petly Plans displays only the last four digits of an account to differentiate between profiles.

Steps to update a payment profile

Find and open the payment profile

Start here regardless of whether you are updating a card or bank account

Find the client

Search for and select the client whose payment profile you need to update.

Open Manage Payment Profiles

Within the Client Summary page, go to Client Administration then click Manage Payment Profiles.

Locate the payment profile

Find the payment profile you need to update from the list.

Click Edit

Click Edit to open the Edit Payment Profile page, then continue with the relevant section below.

Update profile details

Follow the steps for the profile type you are updating

Credit or debit card

Edit allowed fields

From the Edit Payment Profile page, make any necessary changes to the Card Expiration Date or Billing Address.

Note:The Card Number and Card CVV fields cannot be edited. If this information has changed, the profile must be deleted and a new one created.

Save changes

Click Update Credit Card to save.

Return to client page

Click Return to client page when finished.

Bank account

Edit allowed fields

From the Edit Payment Profile page, make any necessary changes to the Name, Account Type, or Billing Address.

Note:The Routing Number and Account Number fields cannot be edited. If this information has changed, the profile must be deleted and a new one created.

Save changes

Click Update Bank Account to save.

Return to client page

Click Return to client page when finished.

Other helpful resources

Add a payment profile Choose a payment profile for plan payments Delete a payment profile