Manage payment settings

You can add, update, or deactivate the payment methods that appear in the Payment Method drop-down list when you take a payment. 

Permission required: System Admin

Add or edit a payment method

Note: If your practice uses IDEXX Payments or CareCredit Integrated payments, you will see the applicable integrated payment methods listed. These payment methods cannot be edited.

1. Click your name in the menu bar. Then click Administration.
2. Under System Admin, click Financial Settings.
3. Multi-branch practices only. Locate the branch on the page whose payment methods you want to edit.
4. To add a payment method, click +Add Payment Method.
   or
   To edit a payment method, hover over the row you want to edit. Then click the pencil icon when it appears.
   Note: You will see a duplicate warning if the payment method name already exists.
5. Click the green check to save.
   Or click the red X to cancel.
   Note: When a new payment method is saved, it will display at the top of the Payment Methods list.
6. To reorder a payment method in the list, click the 3 horizontal lines on the row of a payment method. Then drag the payment method to the desired position on the list.

Deactivate or reactivate a payment method

1. Click your name in the menu bar. Then click Administration.
2. Under System Admin, click Financial Settings.
3. Multi-branch practices only. Locate the branch on the page whose payment methods you want to edit.
4. To deactivate a payment method, click the toggle.
5. To reactivate a payment method, click the toggle again.
   

Deactivated payment methods will no longer be available to be selected from the Payment Method dropdown when you take a payment or prepayment.