Creating a Payment Profile is the first step towards setting up automatic renewal for monthly CollaborateMD products and services. The Payment Profile screen allows you to create and manage your stored payment methods. Payment profiles can hold information for both credit cards and ACH, making payments fast and easy for ordering services or processing monthly payments. Only users with the Bill Payment permission can access the Payment Profile screen.
Per the Accounting Agreement, there must be one active default payment profile on file for the account. The system will not allow an inactivation of a default payment profile prior to creating a new one.
Who can use this feature?
Any User with the Bill Payment permission set to Allow can add, edit, deactivate and reactivate Payment Profiles.