Question: How do we add or remove an authorized payment type for a client account?
Sometimes you may want to have only certain payment type options for certain clients. In this case you can add or remove options from the client page.
- On the account balance page there will be a drop down menu with 3 dots next to the Make a Deposit button.
- Select the "Manage Authorized Payment Options" setting.
- Enable or disable the options as needed and click Save.
Note: For grouped practices, the settings at the clients home practice determine which payments are authorized. Best practice is to have the authorized payment types for clients across all practices making sure the spelling and case are exactly the same.