Adding Credit or Debit Cards as a Payment Method in the Dandy Portal

Using a credit or debit card as a payment method in the Dandy Portal is an available option, though it's important to be aware of the associated processing fees for credit cards (debit cards are not subject to fees). This guide details the steps to add a credit or debit card to your account and outlines the fees involved.

Step 1 - Accessing Account Settings

  • Start by going to the Dandy Portal.

  • Click the 'Account Settings' (⚙️) icon and then 'Practice Settings'.

Step 2 - Linking a Credit or Debit Card

  • Scroll to the bottom of the 'Practice Settings' page.
  • Choose the '+ Other methods' option.
  • Click 'Add credit card'

  • In the popup window, enter your card details, including the card number, expiration date, and CVV.
    • You may use Stripe's Link feature to associate your credit card details to your email address for faster payments 
  • Confirm the card details and click 'Add Credit Card'.

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Note on Processing Fee

It's important to note that using a credit card as a payment method will incur a processing fee of up to 2.9%. This fee is applied to transactions processed through the use of these cards. 

Recommendation for Your Practice

We encourage practices to carefully consider the impact of processing fees when choosing to use credit cards. Dandy recommends using a debit card or bank account as a payment method to avoid these fees. A bank account incurs no processing fees nor does the identifying information ever expire, making it a more cost-effective option. To add a bank account instead, head to our article, Adding a Bank Account as Primary Payment Method in the Dandy Portal, to learn how. 

Keeping Your Financial Account Information Secure

Dandy is committed to the security of your financial account information. We do not store details such as ACH bank account information or credit and debit card numbers. Instead, this sensitive data is transmitted to Stripe, our payment processor. Stripe holds a PCI Service Provider Level 1 certification, representing the highest and most stringent level of certification in the payments industry. To understand how Stripe safeguards your financial account information, click here for further details.

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