Choose the Payment Profile to Charge for the Plan Payments

Summary

Each plan must have a default payment profile selected to automatically charge payments through the Petly Plans application.

When

Prior to charging a payment through the Petly Plans application.

Permission Level

• Administrator
• Manager

Things to Know

• The client can have a different payment method associated with each pet so there may be multiple payment profiles listed. 
• A selected payment profile will be used for all plans associated with the pet until another is selected as the default payment profile.
• If the Authorize.Net^® Account Updater is enabled:
  • Authorize.Net^® will remove any payment profile with an issue from its application.
  • Petly Plans will display a red (closed account) or yellow (client attention required) card to flag these payment profiles.
  • IMPORTANT:
    • The flagged payment profile must be deleted in Petly Plans and a new payment profile assigned.
    • If a flagged payment profile remains the default payment method and a transaction is attempted, you will see the following error message: “Customer Profile ID or Customer Payment Profile ID not found.” 
• 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.

Steps

1. Search for and select the plan for which to assign a payment profile.
2. Verify the correct pet is selected in the Client Summary page.
3. Select the Payment Profile tab.
4. Select the default payment profile. The card will have a green check mark   and outline.

Other Helpful Resources

• Add a Payment Profile
• Delete a Payment Profile
• Ensure Credit Cards are Up-To-Date Using the Authorize.Net Account Updater
• Update a Payment Profile