Turn on Automatic Credit Card Charge

Prior to enabling automatic credit card charges so your clients' credit cards are automatically charged, please familiarize yourself with what is needed for collecting credit card payments. TheraPlatform allows you to either charge the card manually after the session (admin and billers only) or enable auto charge.

Note: If you want to have automatic credit card charge for some but not all clients, you can disable auto-invoice for certain clients under the chart. Directions provided below. 

How to turn on automatic credit card charge

Step 1: Log in to your personal URL (your room).

Step 2: Click on Settings< Billing< Settings.

Step 3: Click on the Edit button.

Step 4:This will open a box. 

Step 5: Mark auto create invoices (This should be marked in blue)

Step 6: Indicate the frequency of invoice creating by entering a number e.g. 1 (day) 

Step 7: Mark Send Invoice To Client (This will allow our system to automatically send invoices to your clients)

Step 8: Mark Auto Charge Client if you wish that your clients' credit cards are charged automatically. You can turn off auto credit card for certain client. Here is how.

Step 9: Indicate when you want the credit cards to be charged, e.g. 24 hours after the invoice created or 2 hours after the invoice created. 

Step 10: Continue with the rest of the fields for superbills as needed.

Important: Please consider delaying credit card charges to at least 5 hours or even 24 hours post-session to allow yourself time for any billing corrections. 

How to disable auto credit card charge for certain clients 

If you like the Auto Charge Client option but only for certain clients, you can disable this function under the chart:

• Locate the client under the Clients and open the chart
• Click on Billing< Billing Account< Edit billing account
• Disable automated billing by marking the options that you wish. For example, mark in blue Disable Auto charge. (Blue switch on means that this is disabled.)