The following steps show the way to use a saved card for processing payments.

1. Open the Enter/Edit Payments screen.

2. Click the at the top right-hand side of the page to add a new payment (highlighted in Image 1).

Image 1

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.

Image 2

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 epayments@practicesuite.com.

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.