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Provider - Add, Update, Remove, Request payment method
Provider - Add, Update, Remove, Request payment method

Request, reinvite, change, remove or Enter my Client's Credit Card / Payment Method

Mica Manson avatar
Written by Mica Manson
Updated over a week ago

Client's can easily add, update and delete their own payment method, however you can change for them as well or maybe you just need to send them a reminder to enter their payment method.

Note:

  • you cannot delete a client's payment method, this is because some clients are members of other orgs that use Fons and may need to use their payment method on file to pay another provider. However they can easily login and delete it.


Add / Update / Request

  1. While logged in to Fons navigate to the "Clients" tab

  2. Open the client Overview of the specific client you want to update

  3. Scroll down to the "Payment Method" section and click the pencil

  4. Select Either

    1. Add / Change payment method, add the new credit card. If there is a credit card on file, thi will overwrite it.

    2. Request payment method. This will email your client a link to setup their payment method.



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