Default payment to credit card on file?

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Carroll Martin, LCSW, LCSW-C

• April 01, 2023 00:38

Is there a way to make the default payment be the credit card uploaded? We have had several issues with payments being made as "cash" and not being able to easily track it because it looks like the money has been collected. Is there a system that can be created so that it is easily caught rather than exporting to an excel sheet?

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  Dynesha Henderson

  • May 03, 2023 18:07

  I am having this same issue.  Is there a way to default the setting to credit card on file?

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  Sapna Doshi

  • May 04, 2023 18:23

  We are having the same issue too. I’d love a fix for this!

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  Jessica Bertsch

  • May 21, 2023 23:33

  Same issue for me as well. It happened with random clients and I still can’t figure out why it switched to cash. It’s hard to clean that up after a couple of months.

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