To ensure that automated billing for customers is processed, you can attach a second form of payment for automated billing to the customer. ACTIVE Net uses the second payment method if the first one fails.
Choose one of the following:
Go to Administration > Population Settings > Customers.
Go to Front Desk > Population > Customers.
Search for and select the customer that you want to modify.
Click Manage Backup Payment.
Choose one of the following:
Use credit card?
Enter the backup credit card number that you want to use for automatic renewal.
Enter the expiry date of the backup credit card that you want to use for automatic renewal.
Note: You cannot specify an alternate payer for the Backup Form of Payment for Automated Billing option.
Use bank account?
Select an account type (checking or saving) that you want to be charged for automatic renewal from the Account Type dropdown list.
Enter the Account Number of the electronic check.
Enter the Routing Number of the electronic check. This number directs the payment to the correct financial institution.
Note: This option is configured by the Allow payment by electronic check? setting. If the setting is not selected, the Electronic Check payment type will not be displayed globally on the staff site.
Click Submit.
Modifying a customer payment plan