Global Payment Settings

Hint allows global payment settings for all employer groups to easily be changed, based on the payment sources your practice accepts. For example, this allows your practice to only allow ACH for employer payments or to limit which employer can pay by AmEx or other payment source types.

To update your global payment settings for all your employers please follow the steps below.

  1. Navigate to 'Admin' in the upper right menu bar

  2. Select 'Employers' or 'Sponsors'

  3. Click on the tab for 'Employer/Sponsor Invoice Settings'

  4. Scroll down to 'Payment Options' at the bottom of the page and toggle payment source 'On' or 'Off' for those you want or do not want to accept.

Updating Payment Settings for Individual Employers/Sponsors

Hint also allows the flexibility to override these settings on a per employer/sponsor basis.

To update these settings for an individual employer or sponsor please follow the steps below:

  1. Navigate to 'Employers' or 'Sponsors' at the top menu bar

  2. Select the employer or sponsor you would like to update payment settings for

  3. Select the 'Invoice Settings' tab

  4. Scroll to 'Payment Options' at the bottom of the page

  5. Select 'Override' then toggle payment source 'On' or 'Off' for those you want or do not want to accept

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