The following steps show the way to use a saved card for processing payments.
1. Open the Enter/Edit Payments screen.
3. The Payment master screen, as in Image 2 opens up. Fill all payment information such as – Payment Type, Payer Entity, Payer Name and Payment Amount.
4. Select the Pay Method as Credit Card and select the saved credit card from the “Saved Cards” drop-down (highlighted in Image 2). The saved card information gets populated in the respective fields.
Important Note: Processing credit card payments in PracticeSuite requires signing up for PracticeSuite E-Payments. If you are not already enrolled with PracticeSuite E-Payments or are interested in learning more, please email firstname.lastname@example.org.
5. Click on Save and Apply to save and open the manual posting screen or, click Save to save the payment. This completes the processing of the card.