Account Standing Settings
Learn How to Set Your Account Standings Preference
Learn How to Set Your Account Standings Preference
How to Link Recurring Series to Level Billing
Learn How to Mark a Visit as Not Serviced
Learn How to Create a Multi-Step Template
Learn How to Use a Multi-Step Program
Learn How to Rearrange Your Visits
Learn How to Charge Cards on File
Learn How to Add a Customer’s Credit Card on File
How to Delete a Payment
After you enabled the ACH add-on feature your customers need to connect their bank account in their customer portal before they can pay via ACH. Add Bank Account Details Adding bank account details can happen in two ways: 1) Your customer needs to connect their bank account in their customer…