---
title: "Add a Credit Card Account"
slug: "add-a-credit-card-account"
updated: 2026-07-14T19:20:34Z
published: 2026-07-14T19:20:34Z
canonical: "help.idibilling.com/add-a-credit-card-account"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a Credit Card Account

To add a new Credit Card from the E-Pay Accounts page:

1. Click ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77161.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A53Z&se=2026-11-14T11%3A51%3A53Z&sr=c&sp=r&sig=8LyGsp4ic8dbKquiQtCU2LDir2PZTk0krkctNSgcCvU%3D). The
2. Select **Credit Card** from theChoose Account Type window.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77007.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A53Z&se=2026-11-14T11%3A51%3A53Z&sr=c&sp=r&sig=8LyGsp4ic8dbKquiQtCU2LDir2PZTk0krkctNSgcCvU%3D)
3. Enter credit account information in the Save Create Credit Card Information form.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83088.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A53Z&se=2026-11-14T11%3A51%3A53Z&sr=c&sp=r&sig=8LyGsp4ic8dbKquiQtCU2LDir2PZTk0krkctNSgcCvU%3D)

> [!NOTE]
> Note
> 
> Credit Card accounts expiring within the next three months are displayed with a 'Pending Inactive' status.

Authorize.Net Notes

- If an account type is changed from ***Credit Card*** to ***Bank Account***, an error message will be displayed indicating the account type does not match what was previously selected and the account will be deleted from the payment provider's system.
- If the account is successfully created at the payment portal the Create Credit Account screen is displayed. Additional E-Pay details will need to be entered about the account.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77027.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A53Z&se=2026-11-14T11%3A51%3A53Z&sr=c&sp=r&sig=8LyGsp4ic8dbKquiQtCU2LDir2PZTk0krkctNSgcCvU%3D)
- Care will attempt to match the Billing Information to a contact record on the IDI platform account. If one is found that contact is displayed.
- You can change the associated contact record by selecting from the contacts on the account.
- If the contact is changed the system will update the Billing Information at the payment portal.

If a matching contact record is not found, you'll get a message directing you to either select a different contact on the account (which will subsequently cause the payment portal billing information to be updated), or have the system create a new contact record when the E-Pay account is saved.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77030.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A53Z&se=2026-11-14T11%3A51%3A53Z&sr=c&sp=r&sig=8LyGsp4ic8dbKquiQtCU2LDir2PZTk0krkctNSgcCvU%3D)