Auto-Debit System® (Frictionless Payments)

[Start Here] On Demand Video Training: Auto-Debit System®

The ADS or Auto-Debit System® allows you to collect money from the patient's credit/debit cards and checking accounts. Whether you need to process one-time payments or schedule recurring payments this system can securely process them all! *Available for the US and CAN only.

Getting Started: Auto-Debit System® Setup

Getting Started: How do I tell my patients we will begin doing Auto-Debits? Auto-Debit Announcement

Getting Started: Why Compliant - Automated Payments Are So Important

If you really want to increase your client retention, you need to stop asking your clients to physically pay for your service. 

Payments: How do I add a tip to a transaction?

Payments: What Does the Transaction and Deposit Summary Mean on the Payments Report?

Payments: How do I archive transactions?

Graphics Tablet: Can I get an electronic signature [E-sign] for my receipts?

This will work with touchscreen monitors, any digital input pen/tablet, or even just your computer mouse! This works for Transaction Receipts as well as Auto-Debit Payment Authorizations. The signature will be saved for 3 years, eliminating the need for you to keep hard-copies. To enable this feature on your account, see the steps below.

Reports: What is the expired credit card email report?

Settings: How to remove the Owner's name from receipts

Reminders: How do I send an online payment form for Auto-Debit Reminders?

Automatically or manually send auto debit payment forms to patients.

Reminders: How to edit Payment Reminders

FAQ: Where does the patient enter the PIN number for their Debit Card transaction?

Processing: Why do I have to enter the patient's billing address for key-entered transactions?

Auto-Debits: Where to view/edit an auto-debit in a patient's account

Payments: The transaction status is PENDING, what do I do now?

Payments: How do I re-assign a transaction to another patient account?

Processing: How to process a checking or savings bank account with the Virtual Terminal

Graphics Tablet: Can I get electronic signatures on my auto-debit authorizations?

This will work with touchscreen monitors, any digital input pen/tablet, or even just your computer mouse! This works for Transaction Receipts as well as Auto-Debit Payment Authorizations. The signature will be saved forever, eliminating the need for you to keep hard-copies. To enable this feature on your account, log in to your account as the administrator → hover over the [User Profile] → [My Account] menu → click on the [System Settings]. Electronic Signatures → Select [Graphics Tablet or Mouse].

Patient Account: How do I select default billing from the patient Billing Vault?

Processing: What are the billing options on my payment tools?

Payments: How do I locate the "Order ID Number" for a transaction?

FAQ: Does this replace my credit card terminal?

We offer a variety of credit card terminals based upon your needs.

Auto-Debits: How do I schedule an auto-debit using a patient's bank account?

Patient Account: How do I delete or archive a patient's card?

Auto-Debit System®: Bank EFT

FAQ: How do I buy a receipt printer?

FAQ: Why won't the CVV code be saved on file?

Alerts: How do I ensure ADS alert emails are not blocked if SBC Global/Yahoo/Att.net/AOL is the email provider?

Payments: How to view or print the patient billing history from the Payments Report

Payments: I have 350+ transactions on my Payments Report, how can I mass archive?

Stats: What are the Life-Time Revenue stats?

Processing: What tools are used to process payments with the Auto-Debit System®

Stats: What are the Auto-Debit System® Trends?

Auto-Debits: How do I search for a scheduled auto-debit?

Auto-Debits: How do I see a list of all completed auto-debits?

FAQ: How long does it take for a refund to process?

Reminders: How do I stop a scheduled Payment Reminder?

FAQ: I voided a transaction, and the patient is claiming it came out of their bank account still. What's going on?

Office Management: What if the patient does not have or does not want to leave a credit card or bank account on file?

Security: My patient is concerned about having their billing information on file, what can I say to assure them?

Auto-Debits: How can I see how many payments are left or how many have been made on an auto-debit?

Reports: What is the Payments Report?

Transactions: I accidentally refunded a transaction. Now what?

Reports: What is the Auto-Debits Report on my Dashboard?

Error Messages: I'm trying to take a payment but the system says I am outside of my login times. How can I change that?

Daily Procedures: What are the daily procedures I should follow to balance/close at the beginning and end of the day?

It's recommended that each business day, you manage your payment reports and take action on any missing or declined payments.

Auto-Debit System®: Am I allowed to store one card on multiple patient accounts?

Graphics Tablet: How to set up [E-Sign] USB Drawing Tablet Settings

Receipts: How long do I have to keep a patient's signature on file?

Reminders: How do I manage my Payment Reminders?

FAQ: Do my patients have to sign a receipt every time they are charged?

Payments: How to investigate my auto-debits that are not paid up

Reminders: How to schedule Reminders with the Auto-Debit Scheduler

Reports: Help my Auto-Debits Report states I have Auto-Debits Not Paid Up, what do I do?

This report helps you to track down potential lost revenue.

Payments: How to interpret the Payments Report

Auto Debit System Version 3.0 is here!

We're excited for you to use the new features released in this version. Check out the video below for all the exciting details!

Payments: How do I search for past transactions using my Payments Report?

Payment Splitter: How to split payments between multiple patients

Gone are the days of processing multiple transactions or running one payment and manually splitting it up. With the Payment Splitter, you’ll be able to process one payment and split different amounts amongst multiple family members! This is a popular feature for offices that see families. Whether it’s a one-time payment or recurring payment, the payment splitter can do it all!

Shortcuts: How can I access the Auto-Debit System payment tools quickly?

E-Sign: How to store signatures on file using Scriptel EasyScript

Payments: How do I export a list of transactions into an Excel spreadsheet?

Auto-Debits: How do I interpret the Auto-Debit Report?

Auto-Debit System®: How to share billing information with the Family Wallet™

Auto-Debits: What do the Auto-Debit Stats mean?

Auto-Card Updater (ACU): Reduce declined payments with the Auto-Card Updater!

In a chiropractic setting, the flow of the office is everything. When a patient arrives for their adjustment, the interaction should ideally be about their progress and wellness, not a conversation about a declined card or an expired expiration date.

FAQ's for the Posted Payment Report™

Auto-Card Updater: How do I see a report of cards that were updated?

The Auto-Card Updater is an optional add-on that will automatically update cards when they are expired or a new card is issued by the bank. This will save you time from having to chase down money!

Processing: The insurance company sent me a credit card number. How do I process it?

If the insurance company sends you a credit card number for a health claims reimbursement, you can process the transaction through the Auto-Debit System®. The article below will walk you through the process.

Payments: How do I unarchive transactions?

Reminders: How do I process a scheduled Payment Reminder with the Virtual Terminal™?

Billing Vault: What is the Billing Vault?

Make payments frictionless by storing unlimited cards or bank accounts on file!

Payments: How do I assign payments to a patient account?

ADS: Payment Tools - Additional Options

Processing: Can I swipe cards via a remote desktop?

Yes, but here's what you should know first...

Payments: What are the different ways we can process payments?

With the Auto-Debit System® you can process electronic checks, credit and debit cards all through various payment tools at your fingertips!

Processing: How to use the EZ Swiper

What is the EZ Swiper™? It's a quick and easy way to process a one-time payment using a physical credit card and your USB card swiper. It will automatically use the Patient Record you are working from, allowing you to process a payment quickly.

Settings: How do I automatically email [Alert Notifications to Update Billing Requests] to my patients?

Alerts: Detailed Email Notices for Admin and Staff

Effective 5/15/19 updated email notices for the Auto-Debit System® collections have been updated.

Payments: When Should I Email My Patient to Pay Their Declined Payment Online?

Did your patient's payment decline? This article reviews the steps to confirm if an email to make a payment to your office is necessary before sending.

Payments: How to search transactions processed by a certain Account User

Canada: How to process a one-time payment using DD/EFT

Canada: How to schedule an auto-debit using DD/EFT

You can schedule a recurring payment for any amount, frequency and number of payments with the Auto-Debit Scheduler!

Canada: How to schedule an auto-debit from a care plan using DD/EFT

You can use the Auto-Debit Scheduler™ to set up auto-debits for new patients just like you would for an existing patient. However, if you are using the Care Plan Calculator® System, you should use the Care Plan Calculator & Auto-Debit Scheduler™ to process the auto-debits. The Care Plan Calculator & Auto-Debit Scheduler™ will let you charge the initial payment immediately and schedule the recurring auto-debits. Additionally, this will attach the plan to the auto-debit. You can also assign a Drip-Ed™ Campaign during the process (which requires membership with the Drip-Education® Email Marketing System).

Auto-Debits: How do I pause an auto-debit?

If you need to pause an auto-debit (recurring payment) this article will show you how.

Auto-Debits: How do I restart a paused auto-debit?

E-Sign: How to use the Scriptel device to capture digital signatures and go paperless!

We're pleased to offer capturing digital signatures from Care Plans & Auto-Debit System documents! Check out the article below for the exciting details!

Virtual Terminal: How Do I Record a Cash Payment?

The Virtual Terminal allows you to record the transactions as being collected with cash.

Processing: How can I collect payments at an event?

Do you have an event coming up where you need to be able to process payments? We have options available for you, making it easy to process payments on the go!

Stats: How do I clear the Payments Report & Auto-Debits Report on the Dashboard?

Settings: How do I turn on the Pay Online/ Update Billing buttons?

Auto-Debits: How do I get more patients on auto-debits or to use EFT?

Reports: What is the Expired Credit Card Report and How do I manage it?

The Expired Credit Card Report will allow you to edit, archive, or delete active patients' expired credit cards.

Auto-Debits: How to make changes ONLY to the next payment on an auto-debit

Auto-Debits: Can I use an HSA/FSA/HRA card for a recurring auto-debit?

Payments: How Your Patients Can Reprocess Declined Payments with CP Online Form™

Settings: How do I set up the Reprocess Declined Payment CP Online Form™?

CP Online Forms: How do I customize the branding for the Reprocess Declined Payment CP Online Form™ and others?

Groups: How do I assign a payment to an Auto-Debit Group™ after processing it?

Payments: How to see how much was collected using an Auto-Debit Group™

Groups: How do I remove an Auto-Debit Group™ from a transaction?

Groups: How do I assign an Auto-Debit Group™ when processing a payment?

Emails: How do I manually send email notifications to my patients?

Notifications: How do I ensure my patients are receiving email notifications from the Auto-Debit System®?

[Refund]: How do I Process a Partial Refund?

Processing: How to run a test transaction

Payments: A Bank EFT transaction was returned. What do I need to do?

Reports: Where can I find a list of all my canceled auto-debits?

Stats: What are the Auto-Debit Projections?

Stats: What are my Posted Payments Stats?

Stats: What is the Posted Payments Analyzer?

Stats: What is the Monthly Revenue Analyzer?

The Monthly Revenue Analyzer™ is a tool to review your monthly revenue performance.

Forms: How do I store a patient's signature & billing on file using the EZ Pay Signature-On-File Authorization form? (Scripting included!)

Eliminate physical and digital receipts for one-time transactions by having signed payment authorizations on file! Free up your time & make it EASY for patients to pay!

Groups: How to create Auto-Debit Groups™

Groups: How can I pull up payments associated with an Auto-Debit Group­™?

FAQ: Does the Auto-Debit System® automatically reprocess declined payments?

FAQ: What happens if the auto-debit is scheduled to run on the weekend or on a day when no one is working?

Alerts: What are email notices? Can account users receive the Auto-Debit System® Email Notices too?

FAQ: What type of cards can we accept payment from in the USA?

FAQ: Can I charge a patient's bank account (EFT)?

Security: I'm concerned about entering credit card information online. How do I know it's safe?

FAQ: Is it better to use credit cards or debit bank accounts?

FAQ: How do I set up my swiper?

Processing: How to use the Simple Swiper

FAQ: How long does it take to get my deposits?

[Void]: How do I void a transaction?

A void can be performed on a transaction that was collected on the same day.

Auto-Debits: How to [Edit] a scheduled auto-debit

You're able to edit the date, amount, frequency and billing for any scheduled auto-debits up until the night before it runs by following the instructions in this article.

Auto-Debits: How do I Stop/Cancel a scheduled auto-debit?

[Refund]: How to refund a transaction

Steps to process a full & partial refund for a transaction.

Payments: How to locate an archived transaction

When a transaction is archived you may need to locate it in order to perform an action, such as Void, Refund, Send an Email Receipt, etc. 

Payments: How to email a past receipt to a patient

Payments: How to reprint a receipt

Auto-Debits: How can I see a list of all active auto-debits?

Payments: How to handle declined payments

A declined payment will sit under your "Payments" section of the Dashboard, waiting for you to take action. Taking no action may result in lost revenue.

Forms: How can I reprint an authorization form?

Getting Started: How to change the system from "Test" mode to "Live" mode

When you're ready to start processing real transactions with the Auto-Debit System you will need to take your system out of test mode and into live mode.

Processing: How to schedule an auto-debit/recurring payments

You can schedule a recurring payment for any amount, frequency, and number of payments with the Auto-Debit Scheduler!

FAQ: What is the difference between a void and a refund?

Processing: How to use the Virtual Terminal

The Virtual Terminal is used to make a one-time payment with a credit card or bank account with or without the card being physically present.

FAQ: I try to enter the patient's credit card number and I get a message that says "invalid card". What am I doing wrong?

FAQ: Are there any additional Cash Practice® fees for adding the swiper?

FAQ: How Can I Purchase a Product from the Shopping Cart?

Receipts: How can I customize my email receipts header and footer?

FAQ: What is the difference between the Virtual Terminal Swipe and the Simple Swiper™?

FAQ: Do I have to manually batch my transactions at the end of the day?

FAQ: When will I receive my Cash Practice® USB Card Swiper?

Getting Started: Where Do I Start With The Auto-Debit System®?

FAQ: What does canceling a transaction do?

Processing: How can I create an auto-debit to run indefinitely?

Scheduling a recurring payment to process indefinitely is perfect for patients on lifetime wellness care!

Processing: How can I create an auto-debit to run on two specific dates a month?

Payments: Why can't I find the payment I am searching for on the Payments Report?

How to use the "Schedule Later" feature within the Virtual Terminal

If you need to process a one-time payment but would like to schedule for it to process at a later time, this feature will allow you to do so.

Processing: How to use different merchant accounts [Virtual Terminal]

Processing: How to use different merchant accounts [auto-debit/recurring payments]

AUTO-DEBIT SYSTEM

The Auto-Debit System allows you to process one-time and recurring payments easily!

Processing: How to process a swiped payment for a walk-in

Reports: What is the emailed End of Day Report?

Can I Pass Merchant Fees to My Patients?

Auto-Debit/ Payment Policy Scripting

The following scripts aren't about 'demanding' money—they are about offering a more modern, secure, and professional way to handle the financial side of the care you provide, using 'Policy' and 'Convenience' as your two main pillars when communicating with patients.

How do I turn the Auto-Card Updater off for a patient's card?

Reports: How to export a list of auto-debits into an Excel spreadsheet

How to Add a Patient's Card or Bank Account to the Billing Vault

If you need to collect your patient's card or bank account information without charging them, this is the feature you'll use!

Auto-Debits: How to search for auto-debits from enrolled care plans

Stats: What are my Auto-Debit Client Projections™?

E-Sign: Calibrating Scriptel Signature Device

Stats: Which statistics reports are available for the Auto-Debit System?

Learn about each report available to measure your stats & unlock your practice's earning potential!

Staying Ahead of Disruptions: Seamless Payments with Cash Practice

Learn more about how we ensure smooth payments even during outages.

Canada: [Announcement] Card Swiping with the Virtual Terminal and Auto Debit Scheduler Now Available

Streamlining Front Desk Payment Posting With Your Non-Integrated EHR

How to Collect Patients' Billing Information Securely to Set Up Auto-Debits

📢 UPDATE: Resolution for January Merchant Fee Adjustments (2/2/26 at 6:16 PM EST)

Merchant fee discrepancy February 2026

Please review the sequence of events (oldest at the bottom & most recent at the top). This article will continue to be updated.

Merchant Services Secure File Upload

Please securely upload any documents for the Cash Practice Merchant Services Dept below:

Submission Successful