You can add or update your bank or credit card information in Canopy to ensure seamless payments and easy account management.
Keeping your payment methods current ensures uninterrupted access to Canopy’s services and helps prevent declined payments or service disruptions.
Table of Contents
Add a Payment Method
Click on your profile photo or name in the bottom-left corner of the Client Portal.
Select Payment Settings from the menu.
Select Add bank account or Add credit card.
Complete the bank account or credit card information.
(Optional) Check the box next to Make default payment method if you want this method prioritized.
Click Save account or Save card to save your information.
Update a Payment Method
Click on your profile photo or name in the bottom-left corner of the Client Portal.
Select Payment Settings from the menu.
Select the payment method you wish to change on the Payment settings page.
Click Replace car info or Replace bank info.
Change the bank or card info as needed.
Click Save account or Save card.
(Optional) Click the trash can icon in the bottom left corner to delete the payment method.
Set a Default Payment Method
While adding or updating a payment method, check the box for Make default payment method before saving.
Alternatively, after saving, use the star icon next to any saved method on the Payment Methods screen to set it as default.
Tip: Setting a default payment method ensures it is prioritized for all future payments.
Summary
Adding and maintaining up-to-date payment information in the Canopy client portal ensures smooth transactions and prevents service interruptions. Always set a default payment method to make the payment process seamless.
Need help? Contact your practitioner if you need assistance or have any questions.