How Do I Manage Stored Cards?

Molly Davis

Updated May 22, 2026 17:06

For offices using FlexPayments powered by Stripe.

Legacy Payments users may notice differences in functionality, layout, terminology, and workflow steps.

Available on versions 4.8.8 and above.

Practices enrolled in FlexPayments Powered by Stripe or Flex Third-Party Integrated Payments, can store a patient's credit card on file for faster checkout, recurring billing, and follow-up charges.

In this guide:

Access stored cards
Store a new card
Set a default card
Delete a card

Access Stored Cards:

On the Flex Homepage, search for your patient↗️
On the patient profile↗️page, choose the manage cards (bank) icon

This opens the Manage Payment Methods window, where you can store a new card, set a default card, or delete a card.

Store a New Card:

In the Manage Payment Methods window, select Store New Card
Choose how to capture the card:
- Capture Card: use when the patient is present. They swipe, tap, or insert their card at the terminal.
- Manual Capture: use when the card is not present. Type the card details into the terminal.

Note: If your office uses multiple terminals, you can choose a different terminal from the dropdown before making your selection.

Set a Default Card:

The default card is used for one-time charges. Setting a default makes future payments smoother for both your front desk team and the patient.

From the patient's Manage Payments Methods window, select the card you want to set as the default.
Select Set Default.

Delete a Card:

From the patient's Manage Payment Methods window, select the card you want to delete.
Select Delete.
Confirm the deletion to remove the card from the patient's profile.