2026 How to choose the payment profile to charge for plan payments

Modified on Mon, Jun 29 at 3:16 PM

Each plan must have a default payment profile selected to automatically charge payments through the Petly Plans application. Complete this step prior to charging any payment.

AdministratorManagerPrior to charging a payment

Things to know before you begin

Multiple payment profiles

A client can have a different payment method associated with each pet, so there may be multiple payment profiles listed. Select the appropriate one for each plan.

Default profile scope

A selected payment profile will be used for all plans associated with that pet until another profile is selected as the default.

Potential Payment Issues report

The Potential Payment Issues report is an easy way to view and address future payments that will not process due to an issue with a plan or payment profile.

Authorize.Net Account Updater

If the Authorize.Net Account Updater is enabled, Authorize.Net will automatically remove any payment profile with an issue from its application. Petly Plans will flag affected profiles with a colored card indicator:

Red card — Closed accountThe account has been closed and the payment profile can no longer be used.

Yellow card — Client attention requiredThe account requires action from the cardholder before payments can continue.

Action required for flagged profiles

The flagged payment profile must bedeleted in Petly Plansand a new payment profile assigned.
If a flagged profile remains the default and a transaction is attempted, the following error will appear: "Customer Profile ID or Customer Payment Profile ID not found."

Steps to select a default payment profile

Assign a default payment profile to a plan

The selected profile will be used for all future automatic payments on this pet's plans

Find the plan

Search for and select the plan for which to assign a payment profile.

Verify the correct pet is selected

Confirm the correct pet is displayed on the Client Summary page before proceeding.

Open the Payment Profile tab

Select the Payment Profile tab within the Client Summary page.

Select the default payment profile

Click the payment profile to set it as the default. When selected, the card will display a green check mark and green outline to confirm selection.

Selected — green check mark and outline

Reminder: If multiple profiles are listed, ensure you select the correct one for this pet. The chosen profile applies to all plans associated with the pet until changed.

Other helpful resources

Add a payment profile Delete a payment profile Ensure cards are up-to-date using Account Updater Update a payment profile