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Patient Copilot Help Center

Unified Payment Options Across All SaaS Locations

Unified Payment Options brings seamless, flexible billing to every SaaS location in Patient Copilot. Whether you manage multiple sub-accounts or one location, you can now choose to pay with a saved card, wallet credits, or (for agencies) the agency card. No more version-specific quirks! * * * ## Overview of Unified Payment Options Unified Payment Options standardizes and enhances payment choices across SaaS V1 and V2 so both agency and location users see a consistent, role‑based checkout with wallet and card support at every SaaS location. Unified Payment Options aligns the payment flow across versions. All SaaS locations will now support wallet and card-based payments, ensuring consistency and flexibility Agency users have access to Pay using Card, Pay using Wallet, and Pay using Agency Card. Location users have access to Pay using Card and Pay using Wallet. * * * ## Key Benefits of Unified Payment Options - Aligned Experience: Checkout flows are consistent across SaaS V1 and V2.