There are two ways to add a credit card to a patient account.
Through an Unpaid Invoice:
- Click on an Unpaid Invoice (e.g. INV-3)
- Click on the purple Pay button
- Click on Select Payment Method
- Click on Add Credit Card for either Square or Bambora
Through a Patient Profile:
- Click on the Patient's name
- Click on Credit Card
- Choose Bambora or Square credit card you need to update
- Click Add credit card
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