Allowing clients to choose the default credit card
Answered
A client just informed me that he was unable to choose which card is the default card. He entered an new card, but the old card remained the default card. It also seems that he could not delete the old card.
Assuming this is true (to move the discussion forward), could SP allow clients to pick a default credit card?
I can see why SP might not allow a client to delete the only card, but if the client adds a second card, could they then be allowed to delete the first card?
When a new card is added, perhaps the SP default action could be to make it the new default card?
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Hi Everyone, although your clients can't select a "Default" credit card, they can enter a new one and save it to their client file.
First, go to their client file > Edit > Client Portal and enable them to "Access Billing Documents" and "Pay balance with Stripe." Next, clients will want to login to the Client Portal > Billing & Payments tab, click on an invoice to "Add Payment" to, or hit Pay Now to pay their full balance. Then they can "Add Card" and check the box to "Save Card" when paying for the invoice, or their balance.
If you want the client to add a credit card to their file without making a payment, go to their client file > Share > Credit Card Information form.
From your end, you can go to the client's file > Edit > Billing and Insurance > +Card to add a new credit card for them and select which of their cards to make the "Default" payment method. You can also delete any of their credit cards from this page.
The reason we don't allow clients to delete their own credit cards is so clinicians who require credit cards on file, or would like to have a payment method available, aren't unexpectedly left without any way to charge their clients. We also notify clinicians when their clients' credit cards are expiring in their Reminders tab. Let me know if there's anything I can further clarify!
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Ruth, Thank you for this information! I would love to see this become a SimplePractice help doc so that it is easier to search for in the future. For now, I have locally bookmarked this comment in my "SP Resources" https://support.simplepractice.com/hc/en-us/community/posts/360043358091/comments/360013790591
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Ruth - your info is helpful but still does not address the issue of how I know which card to use, since the client cannot chose a default card. Can I tell from the order of cards on the list of cards in the client account which one was added most recently? That is, are newly added cards on the bottom or top of the list of credit cards?
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