Overview: Manage bank accounts, credit cards, debit cards, and monthly billing schedules within the Dandy Portal to ensure timely payments and data security.
Manage Bank Account (ACH) Payments
Linking a bank account provides a fee-free payment option and automatically designates the account as the default payment method.
Log in to the Dandy Portal.
Select the Account Settings (⚙️) icon and click Practice Settings.
Navigate to the bottom of the Practice Settings page and select Link Bank Account.
Enter the Routing number and Account number in the popup window.
Confirm the Account number and select Link bank account.
Add Credit or Debit Cards
Practice members can add cards to the Dandy Portal for recurring monthly transactions.
Access the Dandy Portal and navigate to Practice Settings.
Select the + Other methods option at the bottom of the page.
Enter the card number, expiration date, and CVV in the provided fields.
Verify the card details and click Add Credit Card.
Note: If the practice has multiple payment methods, use the Payment methods section to set a primary method.
Understand Processing Fees and Payment Schedules
Dandy automates payment processing based on the following monthly schedule and fee structure.
Monthly Payment Processing
Automatic Charge Date: All payments are processed automatically on the 8th of each month.
Date Changes: Dandy cannot change the recurring monthly payment due date.
Fee Structure by Payment Type
| Payment Method | Processing Fee |
|---|---|
| ACH / Bank Account | No fee (0%) |
| Debit Card | No fee (0%) |
| Credit Card | 2.9% fee per transaction |
Request One-Off Payment Exceptions
If funds are unavailable by the 8th of the month, the practice may authorise a one-off payment for a different date.
Draft an email from the practice's registered email address.
Address the request to billingandcollections@meetdandy.com.
Submit the request before the 8th of the month.
Include the specific date authorised for the one-off charge in the email body.
Note: Standard auto-charge settings will resume on the 8th for all subsequent months.
Mail Personal Cheques
Practices may mail physical cheques for payment.
Requirements: All cheques must include a remittance slip (printed invoice)