Note – The following steps are for Outside Jane payments only, as you can’t change the payment method for transactions processed directly through Jane Payments. Learn more about Jane Payments here.
Sometimes you need to change the Payment Method recorded on a payment. Shoot - that was a Mastercard not a Visa!
You’ll want to head to Patient Profile > Billing > Payments and select View next to the offending payment.
Once you’re in the Payment Details, you’ll need to click Edit
Finally, use the ‘Payment Method’ dropdown to select the correct method. Make sure to hit Save when you’re done.