Manage Payment Profiles

This section explains how to add, edit and delete credit card, debit card and/or bank account payment profiles for a client.

Add a payment method from the Client Summary Page
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 payme...
Thu, Feb 22, 2018 at 1:22 PM
Edit a payment profile from the Client Summary Page
An administrator can make changes to an existing payment profile by doing the following: Within the Client Summary Page, go to Client Administration >...
Tue, Feb 20, 2018 at 11:52 AM
Delete a payment profile
An administrator can delete a payment profile if it will no longer be used to collect plan payments.  Within the Client Summary Page, go the Client A...
Thu, Oct 5, 2017 at 2:37 PM
Notice of Change(NOC)
When attempting to process an ACH via there may be rare instances where the payment was previously accepted but now it is being declined with t...
Thu, Sep 8, 2016 at 1:27 PM