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Fusion Ideas Portal
Status Future consideration
Categories Billing
Created by Guest
Created on Mar 27, 2019

Include tag/identifier when multiple cards are saved for payment processing

Include some kind of identifier when using a saved card for payment processing so that I can tell which one is the credit card, debit card, or HSA card, or which card is the client's preferred card.
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  • Guest
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    Jul 16, 2024
    Allow a nickname to be added to saved cards, visible when charging the card. This would be great when there may be different people paying each week/each invoice, such as with shared custody situations!
  • Guest
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    May 8, 2020
    Allow payment method to have a nickname.
  • Guest
    Reply
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    Oct 21, 2019
    When adding a credit to a patient's account and using a saved card, show the most recently used saved card in the list first.