Making Payments and Saving Cards on File in the Client Portal

Making Payments and Saving Cards on File in the Client Portal

Overview

The My Account section of the Client Portal allows you to view account balances, make payments, and manage saved payment methods.

If your practice allows online payments, you can pay outstanding balances, save payment methods for future use, and manage your saved cards directly from the Client Portal.

To access the client portal, sign in at: https://myportal.icanotes.com/login 

Make a Payment 

  1. Sign in to the Client Portal.
  2. Select My Account from the navigation menu.
  3. Review your account balance.
  4. Select Pay Now.

  1. Enter the amount you would like to pay.
    • The total balance is selected by default.
    • You can enter a different amount if needed.





  2. Select Continue.
  3. Enter your payment information.



  4. (Optional) Select:
    • Save card on file to store the payment method for future use.
    • Set as default card to make it your default payment method.

  1. Review the payment details and select Submit Payment.

  1. After the payment is submitted, a confirmation page is displayed. You can print or save the receipt for your records.



Manage Saved Payment Methods

  1. Sign in to the Client Portal.
  2. Select My Account from the navigation menu.
  3. Expand Credit/Debit Cards on File.

From this section, you can:

  • View saved payment methods.
  • Add a new card.
  • Remove an existing card.
  • Review your default payment method.
  1. Select Add Credit/Debit Card to save a new payment method.
  2. Enter the card information and save the card.

The first card saved in the Client Portal is automatically designated as the default payment method.

FAQs

Why does the client not see the Pay Now option?
The Pay Now option only appears after an invoice has been generated.

Verify that:
  • A service code has been selected
  • Billing information is complete
  • The invoice was generated successfully

Can clients make partial payments?
Yes. Clients can adjust the payment amount before submitting payment, provided it does not exceed the outstanding balance.

What happens after a client submits payment?
After payment submission:
  • The payment is processed through Nexio
  • The client receives confirmation
  • The practice receives a notification
  • The payment is posted to the client’s Account Ledger
Can clients save multiple payment methods?
Yes. Clients can save multiple credit or debit cards and select a default payment method.

Can clients remove saved cards?
Yes. Saved cards can be removed from the Credit/Debit Cards on File section.


Why did a payment fail?
Payment failures may occur due to:
  • Incorrect card information
  • Insufficient funds
  • Expired card
  • Card issuer restrictions

Clients should verify their payment information and try again.



Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com

Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.