An administrator or manager can add a payment profile that the client will use to pay for a plan(s).

Note: If this payment method should be used for payment collection, be sure to select it within the PAYMENT PROFILES tab for the appropriate preventative care plan(s).


  1. Within the Client Summary Page, go to Client Administration > Manage Payment Profiles.
  2. Click the ADD A NEW PAYMENT METHOD button to display an Authorize.Net-hosted account information form.

3. Do the following:
For a credit card or debit card:

1. At the top of the modal, select the CREDIT CARD option.

2. In the Card Number box, type the number listed on the card.

3. In the Expiration Date box, type the month and year this card expires using the MM/YY format.

4. In the Card Code box, type the credit card verification number listed on the back of the card.

5. In the Billing Information area:

a. Type the First Name and Last Name of the person listed on the card.

b. Optional: In the Company field type the business to which the client is associated.

c. Optional: From the Country list, select the appropriate country for the client.

d. Type the Zip code, Billing Address, City and State of the client.

e. Optional: Type a Phone number  for the client.

6. Click Save to send the credit card details through the payment gateway and validate key information. A Confirm Card Expiration dialog box appears.

7. Type the current expiration date of the card in the field provided using the MM/YY format.

9. Click CONFIRM.


           For a bank account:

1.At the top of the modal, select the BANK ACCOUNT (USA ONLY) option.

2. In the Bank Name box, type the name of the client’s banking institute.

3. In the Bank Account Number box, type the account number listed on the check.

4. In the ABA Routing Number box, type the 9 digit routing number listed on the check.

5. In the Name On Account box, type the name listed on the bank account.

6. From the Bank Account Type list, select Personal Checking, Personal Savings or Business Checking to indicate the type of account used to collect payments.

5. In the Billing Information area:

a. Type the First Name and Last Name of the person listed on the card.

b. Optional: From the Country list, select the appropriate country for the client.

c. Type the Zip code, Billing Address, City and State of the client.

e. Optional: Type a Phone number  for the client.

6. Click Save to send the account details through the payment gateway and validate key information. The Manage Payment Profile page appears.


4. Click the return to client page link to return to the Client Summary Page.

5. If needed, select the name of a pet to continue working.

6. In the pet's plan, click on Payment Profile tab.

7. Select the payment profile you will use to draft payment each month.