For administrators and managers, the PAYMENT PROFILE tab displays the client’s bank account(s), credit card(s) and/or debit card(s) associated with Petly Plans.


    Note: For security reasons, only the last four digits of each account displays along with an expiration date if applicable.


A preferred method of payment must be selected to automatically bill the client each month for that plan. The client can have a different payment method associated with each plan so there may be multiple accounts listed. The item with the green checkmark is the default payment method for the selected plan.

    

    Notes:

  • If a renewal plan exists and a payment profile is updated for the currently in progress plan, the renewal plan’s payment profile will be updated to reflect this change as well.
  • Each payment profile is color-coded to help identify its current status:
  • Red: Closed Account
    • Note: This will ONLY appear if you have the Authorize.Net Account Updater feature enabled. Click here for more information.
  • Yellow: Needs client attention
    • Notes
    • This will ONLY appear if you have the Authorize.Net Account Updater feature enabled. Click here for more information.
    • Examples: Fraud, lost or stolen card, or client does not want his or her reissued card to be shared with recurring billing agencies.
  • Green: Default payment profile for a selected plan.
  • Grey: Payment profile without issue but not selected for a plan.


To change the payment profile charged for a plan

  1. Log into Petly Plans as an Admin or Manager.
  2. Search for a pet.
  3. Click the view link to to display the pet and associated plan in the Client Summary Page.
  4. Select the PAYMENT PROFILE tab.
  5. Select the payment profile to be used to collect payments for this pet's plan.

Note: If the payment method does not appear, go to Client Administration > Manage Payment Profiles to  add a new payment method. The return to the Client Summary Page and continue with step 4.