2026 How to add a payment profile

Modified on Mon, Jun 29 at 3:31 PM

Add a new payment profile to use with a Petly Plans client account. This may be done during plan enrollment, renewal configuration, or any time a client would like to use a new payment method for plan payments.

When to add a payment profile

During plan enrollment.

When configuring the next term's plan as an administrator or manager.

Any time a client would like to use a new payment profile to charge for plan payments.

Permission levels

Context	Required permission
Enrolling a pet in a plan	Staff, Manager, or Administrator
Within Client Administration or configuring a renewal plan	Administrator or Manager

Things to know before you begin

Default payment profile

If adding a new payment profile, ensure it is selected as the default form of payment for each applicable plan.

Bank accounts

Bank accounts can only be used within the United States.

Data storage

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.

eCheck timing

When an eCheck is first charged, it can take 7–10 days to complete the transaction. If you see Settled (Returned), the account number is incorrect — delete the payment method, add a new one, and assign it to the plan.

Declined message on save

A "This transaction has been declined" message will appear if initial validation of the payment method fails upon saving. Possible causes:

Card is not valid.
Card is a prepay card.
Card is not a debit or credit card.
Check routing number is incorrect.

To remedyEnter a new payment profile for the client, or update the current payment profile with the correct information.

Steps to add a payment profile

Get to the Add Payment screen

Starting point varies depending on where you are in the application

If enrolling a pet or configuring a renewal

Add a new payment method

Within the Choose Payment Method screen, click Add a New Payment Method.

If adding from the Client Summary page

Open Manage Payment Profile

Go to Client Administration then click Manage Payment Profile.

Add a new payment

Click Add a New Payment.

Next step: Once on the Add Payment screen, continue with Section B below for the appropriate payment type.

Enter payment profile details

Follow the steps for the payment type you are adding

Credit or debit card

Select Credit Card

Select the Credit Card option.

Enter card number

In the Card Number field, type the number on the front of the card.

Enter expiration date

In the Exp. Date field, type the expiration date in MM/YY format.

Enter card code

In the Card Code field, type the three-digit verification number on the back of the card.

Enter cardholder name

In the First Name and Last Name fields, type the name as it appears on the card.

Select country

From the Country list, choose the country in which the card was issued.

Enter billing address

Type the Zip, Street Address, City, and State associated with the cardholder.

Save and validate

Click Save to validate the information.

Confirm expiration date

In the Confirm Card Expiration field, re-enter the expiration date in MM/YY format.

Confirm

Click Confirm to complete.

Bank account (USA only)

Select Bank Account

Select the Bank Account (USA Only) option.

Enter bank name

In the Bank Name field, type the name of the banking institution.

Enter account name

In the Name on Account field, type the name listed on the bank account.

Enter account number

In the Account Number field, type the account number from the check.

Enter routing number

In the ABA Routing Number field, type the 9-digit routing number from the check.

Select account type

From the Bank Account Type list, select the account type: Personal Checking, Personal Savings, or Business Checking.

Enter account holder name

In the First Name and Last Name fields, type the name on the account.

Select country

From the Country list, choose the appropriate country.

Enter billing address

Type the Zip, Street Address, City, and State associated with the account holder.

Save and validate

Click Save to validate the information.

Note: eCheck transactions can take 7–10 days to complete. If you see Settled (Returned), the account number is incorrect — delete the profile and re-enter correct details.

Other helpful resources

Choose a payment profile for plan payments Delete a payment profile Manually charge a payment Set a payment to automatically process Update a payment profile