If your practice is Processing Payments using Vantage, you can filter your client list to view clients who have an authorized card on file. You can view clients with authorized cards on file within the client list, or export this list into a excel file or pdf document. Authorized cards on file are cards that have been used to process a payment in WebABA. No specific credit card details, such as card type or number, will display in the client list or file export.
View Clients with Authorized Cards on File
- Click Clients in the Navigation bar and select All Clients or My Clients to view that client list.
- Click Customize Grid.
- Select the Authorized Card on File checkbox to add this column to the client list.
- Click the Authorized Card on File Drop-Down in the column header and select Yes to view only clients with authorized cards on file, or select All to include all clients.
- If the client has a card on file that has been used to process a payment, a green Yes will display in the column.
- If the client has no card on file, or has a card on file that has not been used to process a payment, a red No will display in the column.
- Click the CSV button to export the client list in Excel, or click the PDF button to export the list as a PDF.