When you add payment details to a contact's profile, you can also enable card sharing to use these details to process a patient's invoice. This allows you to process payments for a patient using a contact's card details, even if you are not billing the contact directly on the invoice.
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On the patient profile, next to the contact's name, click the
pencil icon.
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In the pop-up, ensure that Share payment methods is set to Enabled, then click Save.
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Open the patient's invoice and click Process Now. (Tip: Can't find this button? You need to add payment details to the contact's profile.)
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In the pop-up, for Payment Methods, select the contact's payment details. (If only the contact's payment details are available, it will automatically be selected.)
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Click Process.
The patient invoice has now been paid using the contact's payment details.
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