Add Credit Card to Patient's / Client's Account

There are two ways to add a Credit Card to a Patient's account.

Through an Unpaid Invoice:

1. Click on an Unpaid Invoice (e.g. INV-3).
2. Click on the Pay button.
3. Click on Select Payment Method.
4. Click on Add Credit Card for either Square or Bambora.

Through a Patient Profile:

1. Click on the Patient's name.
2. Click on Credit Card on the sidebar.
3. Choose Bambora or Square.
4. Click Add Credit Card.