Add Credit Card or Bank Account information to a contact file via the Credit Card / Bank Account tabs.
Location: Contacts Tab > Client File > Credit Card / Bank Account Tabs
Credit Card Tab
Bank Account Tab
Check Paying Client: Place a check mark in the corresponding box if check paying client
(If selected, the system will insert check payments instead of debits in the Enrollment Plan)
Require Bank or Credit Card Settings
Requiring selection of either a bank account or credit card be on file prior to client enrollment can be specified in Enrollment Settings. See more on this topic in our Enrollment Settings article (Opens in New Window)
Role Permissions
The system offers tools to prevent users from interacting with or changing fields in the Bank Account or Credit Card tabs. See more on this topic in our Roles article. (Opens in New Window)