Search

Search Practice CS Support Help and Support.

This article applies to:

Add or update client payment method in Stripe

Use the Manage Client accounts in Stripe
screen to add, change, or delete client payment methods.

Sign in to Practice CS.

Select Client
, then select the client you need.

Go to the Billing and A/R
tab.

Select Manage Client accounts in Stripe
.

note

You'll be redirected to the client’s profile in Stripe.

In the Payment methods
section, select +
.

Add and save payment information.

In Stripe, find the payment method, then select Edit
.

Enter the new details or correct expired information.

Save your changes.

In Stripe, find the payment method, then select Delete
.

Verify the deletion.

note

For any missing or invalid payment methods, you'll need to add or update them.

Practice CS accepts U.S. banks, accounts, and cards.

Contact support for additional assistance.