Credit Card Manage

In the Account Module, Main tab, click Credit Card Manage.

The Credit Card Manage window lists Credit/Debit Cards and checking/savings accounts on file for the patient. Card and account entries are automatically added here when you process a XCharge (OpenEdge), Edge Express, PayConnect Window, or PaySimple transaction and select Save Token.


When multiple payment processing programs are enabled, each account in the list indicates the program to be used to charge the card. The first 12 digits of each account are masked with X for cards and * for bank accounts.

Add New Card: Add payment information without processing a payment. Click add and enter the card or bank account information. If multiple credit card processing programs are enabled, select the program from the list when prompted and then enter the payment information.
XCharge Add Card
Edge Express Add Card
PayConnect Add Card
PaySimple Add Card

A token for the payment information will save under the selected processing program. When clinics are enabled, the token will also save to the clinic the logged-on user has selected under Clinics in the Main Menu.

Double-click an added card or account to Authorize Recurring Charges.

Reuse Existing Card: Creates another entry (token) for an existing credit card that has an authorized recurring charge without re-entering the credit card number. Select a card from the list and click Reuse Existing Card. The Credit Card Edit window immediately opens to authorize recurring charges (optional). Click OK to save a copy of the card. If the selected card does not have a recurring charge, Reuse Existing Card will not create another entry and, any changes made will update the existing credit card.

Move To Patient: Move a card or bank account to a different patient. Clear any recurring charges from the card first. Highlight the card or account, then click to select a new patient.

Up/Down: To reorder the list, highlight a card or bank account, then click the Up/Down arrows. The order of cards and accounts in the list determines the order in the Credit Card dropdown on the Payment window.

Close: Close the window.