Manage Credit Cards in the Parent Portal

To give your families the option to update credit cards in their Portal the Parent Portal setting Credit Card Information (Family Information section) must be set to Can Update.  

If your provider supports multiple cards on file (SafeSave and C&H Financial) and you would like to offer this option to your families set Allow 3 credit cards per family/account to Yes. This setting is accessed from the Tools menu > Credit Card/Bank Account Settings.

If you allow parents to make payments via the Portal, the Primary Card is used when a payment is processed. If the family has more than 1 card on file and the parent does not want to use the card currently set as the Primary Card for a payment, they will need to reassign the status of Primary Card to the card they do want to use.

To Add a Credit Card

  1. Once logged into their Portal, parents will go to the Account page (from either the Billing & Payments option or from the sidebar menu).
  2. Under the Quicklinks click Saved Payment Methods.
  3. To add a credit card to the family, click the '+' icon.
  4. On the New Payment Method page choose Credit / Debit Card as the type, enter the card information and click Save.
  5. The credit card is now shown on the Saved Payment Methods page.

If only one card is saved, it automatically becomes the Primary Card on file.  If more than one is saved the parent must choose a Primary Card.

To Edit a Card

  1. Once logged into their Portal, parents will go to the Account page (from either the Billing & Payments option or from the sidebar menu).
  2. Under the Quicklinks click Saved Payment Methods.
  3. Click the Edit link to open the Edit Credit/Debit Card window. 
  4. Make any necessary changes and click Save.


To Delete a Card

  1. Once logged into their Portal, parents will go to the Account page (from either the Billing & Payments option or from the sidebar menu).
  2. Under the Quicklinks click Saved Payment Methods.
  3. Click the Edit link to open the Edit Credit/Debit Card window. 
  4. Click the Delete Card button and confirm that you want to delete the card by clicking the Yes, Delete button. A confirmation will briefly display.

It is only possible for a parent to delete a credit card when they have added another card first. If a parent tries to delete the only card on the account they will see an alert advising them that they must first add another payment method before they can delete the card.

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