PaySimple Add Card

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

Add a Credit Card

Add credit and debit cards on a patient's account without processing a payment through PaySimple. A temporary $1.00 authorization hold may show on the patient's card statement, however it will drop off eventually. Credit/debit entries are automatically stored when processing a payment and One-Time Payment is unchecked.

To add a credit or debit card to a patient's account:

  1. Select the patient. In the Account module Main tab, click Credit Card Manage.
  2. Click Add. Select PaySimple from the list of available credit card processing programs (list only prompts when more than one program is enabled).
  3. Enter the credit or debit card information in the PaySimple Payment Information window and click OK.

A token is now created for the card, masking the first 12 digits of the card number. The card will now list in the Credit Card Manage window and will be an available payment option in the Payment window.

Add an Account

Add checking or savings account information to a patient's account without processing a payment through PaySimple. Bank account information is automatically stored when processing a payment and One-Time Payment is unchecked.

To add bank account information to a patient's account:

  1. Select the patient. In the Account module Main tab, click Credit Card Manage.
  2. Click Add. Select PaySimple from the list of available credit card processing programs (list only prompts when more than one program is enabled).
  3. Click the ACH tab.
  4. Select the Account Type and enter the bank account information in the PaySimple Payment Information window.

A token is now created for the account, masking the first 12 digits of the bank account number. The account will now list in the Credit Card Manage window and will be an available payment option in the payment window.