When you're signed up to process credit cards in TheraNest you can store multiple for clients. In order to store a credit card in TheraNest you must first apply to enroll in credit card processing.
You must have Billing permissions to add and store credit cards
Before You Begin
Although you'll see the option to add a card on the client's Bill To & Insurance Info tab do know that you will not be able to fully store the card's information. You can only enter in the CVV field during a transaction. The best way to accomplish this is by following the steps below.
Steps to Follow:
- We suggest storing a credit card during a client's first transaction. You'll see this option when accepting a payment and choosing the payment method of Credit/Debit Card.
- Click Enter Card Details
- You can manually type in the card information or click the Scan from USB Card Reader.
- The box "Save Payment Details for Later Use" will automatically be marked ensuring the credit card information will save. Do not unmark this box.
- Click Save
- You will then be able to enter in the CVV code into the CVV field. The Card Verification Value (CVV) is an anti-fraud security feature and required for verification purposes. The CVV Number on the credit card is a 3 or 4 digit number located on the back or the front of the card. You will also need the billing zip code.
Note: The previous card number entered will appear in the Add Credit Card pop-up page. You can simply type over it when adding additional card numbers. The original card will not be lost.
If a client has multiple cards on file there will be an indicator letting you know which one is the default card stored.
Deleting default credit card makes the next stored credit card (if one exists) the new default and icon appears next to it.