Add a Payment Profile

Summary

Add a new payment profile to use with a Petly Plan client account. 

When

• Plan enrollment.
• Configuration of the next term’s plan by an administer or manager.
• Anytime a client would like to use a new payment profile to charge for plan payments.

Permission Level

• Staff, Manger or Administrator when enrolling a pet
• Administrator or Manager within Client Administration and when configuring a renewal plan.

Things to Know

• If adding a new payment profile, ensure it is selected as the default form of payment for each applicable plan(s).
• Bank accounts can only be used within the United States.
• Actual credit card, debit card and/or bank account information is stored within your payment gateway service provider. Petly Plans displays the last four digits of an account to more easily differentiate accounts.
• A This transaction has been declined message will appear if, upon saving the payment profile, initial validation of the payment method fails.
  • 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 remedy, enter a new payment profile for the client or update the current payment profile with the correct information.
• When an eCheck is first charged for a payment, it can take 7 – 10 days to complete the transaction. 
  • If you see settled (returned), the account number is incorrect.
  • To remedy, delete the payment method, add a new payment method and assign it to the plan.
• You can find the routing number and account number here:

Steps

Add a credit or debit card

1. If enrolling a pet in a plan or configuring a renewal for the next term, within the Choose Payment Method click Add a New Payment Method.
2. If adding a payment profile from within the Client Summary Page:
   1. Go to Client Administration > Manage Payment Profile.
   2. Click Add a New Payment.
3. Select the Credit Card option.
4. In the Card Number field, type the number listed on the front of the credit or debit card.
5. In the Exp. Date field, type the month and year in which the card will expire using a MM/YY format.
6. In the Card Code field, type the three-digit verification number listed on the back of the card.
7. In the First Name and Last Name fields, type the name listed on the front of the card.
8. From the Country list, choose the appropriate country in which the card was issued.
9. Type the Zip, Street Address, City and State associated with the person listed on the card.
10. Click Save to have information validated.
11. In the Confirm Card Expiration field, type the month and year in which the card will expire using the MM/YY format.
12. Click Confirm.

Add a bank account

1. If enrolling a pet in a plan or configuring a renewal for the next term, within the Choose Payment Method click Add a New Payment Method.
2. If adding a payment profile from within the Client Summary Page:
   1. Go to Client Administration > Manage Payment Profile.
   2. Click Add a New Payment.
3. Select the Bank Account (USA Only) option.
4. In the Bank Name field, type the banking institute associated with the client’s account.
5. In the Name on Account field, type the type the name listed on the bank account.
6. In the Account Number field, type the account number listed on the check.
7. In the ABA Routing Number field, type the 9-digit routing number listed on the check.
8. From the Bank Account Type list, select the type of account being used to collect payments. Options: Personal Checking, Personal Savings, Business Checking
9. In the First Name and Last Name fields, type the name listed on the front of the card.
10. From the Country list, choose the appropriate country in which the card was issued.
11. Type the Zip, Street Address, City and State associated with the person listed on the card.
12. Click Save to have information validated.

Other Helpful Resources

• Choose a Payment Profile to Charge for the Plan Payments
• Delete a Payment Profile
• Manually Charge a Payment(s)
• Set a Payment to Automatically Process
• Update a Payment Profile