Payment Settings

Payment Settings

Payment Settings

Navigate to Admin → Practitioners → Find Practitioner → View Profile → Settings → Payments to manage a practitioner’s payment methods.

Overview

The Payment Settings section allows the dispensary admin to manage saved credit cards associated with a practitioner’s account. Saved cards can be used for faster checkout and simplified payment processing.

Add a New Saved Credit Card

The dispensary admin can add a saved credit card on behalf of a practitioner.

  • Enter the required credit card details.

  • Save the card to make it available for future orders.

  • The card will appear in the practitioner’s saved credit card list.

Manage Saved Credit Cards

From this section, the dispensary admin can:

  • View all saved credit cards for the practitioner

  • Remove saved credit cards when they are no longer needed

All saved payment information is handled securely through your configured payment processor.

Notes

  • Saved credit card functionality must be enabled with your payment processor.

  • Practitioners can use saved cards during checkout for quicker payment.

  • Removing a saved card does not affect past orders.

The Payment Settings page provides centralized control over practitioner payment methods while maintaining secure and efficient checkout workflows.

    • Related Articles

    • Vouch Settings

      Vouch Settings Navigate to Admin → Practitioners → Find Practitioner → View Profile → Settings → Vouch to manage vouch permissions for a practitioner. Overview Vouching allows a practitioner to request that orders be released and shipped before ...

    • Checkout Settings

      Checkout Settings Navigate to Admin → Practitioner Profile → Settings → Checkout to configure default checkout preferences for a practitioner. Overview Checkout Settings allow practitioners to define default options that are automatically selected ...

    • Formula Settings

      Formula Settings (Per Practitioner) Path: Admin > Users > Practitioners > Find Practitioner > Edit > Settings > Formula Formula Settings allow you to control how formula builders behave for an individual practitioner. These settings are applied per ...

    • Patient Saved Credit Card

      Add a Patient Saved Credit Card Navigate to Admin → Patients → Open Patient Profile → Credit Cards to manage saved payment methods. Patients may securely save credit cards in their patient account. Admins can also add or delete saved credit cards on ...

    • Add a Patient

      Add a Patient Navigate to Admin → Patients → Add Patient to create a new patient record in your dispensary. An Add a Patient Help Video is available for step-by-step guidance. Overview The Add Patient page allows the dispensary admin to quickly ...