Modify a Credit Card

Modify a Credit Card


Modify Credit Card Information

Credit Card Information can be modified if there is not a connected Receipt.


  • Select the Modify icon on the Credit/Debit Card screen.
  • Modify the applicable fields
  • The Card Number cannot be modified.
  • Select Save [F2].



Make a Credit Card Inactive

If a Receipt is attached to the Credit Card, it cannot be modified.




    • Related Articles

    • Credit Card Services Overview

      This feature is only available for clients that have System merchant service integration in place. Credit Cards can be used for Patient Payments and Insurance Payments. Credit Card Setup System Setting for Electronic Processing Checkbox If you are ...

    • Pair your Device and Process a Credit Card Test Payment

      Virtual Credit Card Device If you do not have a physical card reader, the Credit Card Processing screen in the System can be used to process credit cards. You can use a stored card or physically enter the credit card information. Pairing is not ...

    • Add/Process a Credit Card Payment

      A Receipt can be created for a Patient or an Insurance Credit Card Payment. You must have merchant (credit card) service integration in place for this feature to be available. If you are not using one of the System Merchant Services, you will not see ...

    • Process an Insurance Virtual Credit Card Payment

      Some Insurances make Payments with a Virtual Credit Card. In order to receive the funds, the information must be processed with a Credit Card Processor. If the Receipt is not handled appropriately, the Payment will reflect as a duplicate on the ERA ...

    • Refund or Void a Credit Card Payment

      What is the difference between Voiding and Refunding Credit Card Payments? If the Payment is stopped the same day that the Receipt was created and processed, the Void button will be available to use. If the Payment needs to be stopped anytime after ...