Click the Self Help button to use the Cash Practice® walkthrough when logged into your account. 

Step 1: From the right side of the Dashboard, click on the [Search Auto-Debits] button.

Step 2: Attach a [Patient Account] → [Search].

Step 3: Click on the [Edit Auto-Debit] button.

Step 4: Once the window opens, edit the Next Payment Date by clicking on the date. This will open a calendar for you to easily select the next payment date. 

Step 5: With the next click you make anywhere on the screen, a warning box will display. Select [OK].

Step 6: Check the box to Change the Date of Next Payment ONLY.

Step 9: Click on the [Update Auto-Debit] button, and a new Payment Installment Authorization and Payment Schedule will be produced. Click on the logo at the top, to print the one-page document.  


Note: Anytime you [edit] the auto-debit, you need to have the patient sign the authorization form acknowledging the changes.