Changing the payment method for an active membership ensures future billings are handled correctly. Follow these steps to update the payment method:
Step 1: Access the Payments Tab
- Go to the patient chart and navigate to the Payments tab.
Step 2: Locate the Membership Plan
- Find the patient’s membership plan in the Payments tab.
- Click on the three-dot button next to the plan.
- From the options that appear, select View details.
Step 3: Edit the Payer Information
- A side screen will pop up.
- Locate the Edit button next to the Payer section and click it.
Step 4: Update the Payment Method
- Edit the Payment Method as needed.
- After making changes, click Save to confirm.
Step 5: Enable Autopay
- Navigate to the Billing Settings area.
- Turn on Autopay to ensure future invoices are automatically processed.
And That’s It!
You have successfully updated the payment method for the active membership and ensured smooth billing for future invoices.
If you encounter any issues or have further questions, feel free to reach out to our support team!
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