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.
Additionally, the system will automatically send reminders to clients to update payment methods in case of failed transactions due to outdated card information.
Note:
If you are a client take a look at this article so you can Add, Update, Remove or change my credit card or ACH
you can only change or add a credit card, if your client would like to use ach they will have to add or change from their Fons portal.
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.
Furthermore, an automatic system is in place to notify clients to update their payment methods whenever a saved card becomes invalid or is declined.
Add / Update / Request
While logged in to Fons navigate to the "Clients" tab
Open the client Overview of the specific client you want to update
Scroll down to the "Payment Method" section and click the pencil
Select Either
Add / Change payment method, add the new credit card. If there is a credit card on file, thi will overwrite it.
Request payment method. This will email your client a link to setup their payment method. If they already have a payment method on file, this option will not be available. If there is an issue with the payment method the system will automatically email your client a link to go in and update.
Providers should note that the 'Request payment method' option becomes unavailable once a valid payment method is saved for a client, aligning with the system's logic to prevent duplicate requests.
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