CareCredit is making pet healthcare financing easy! In order to accept CareCredit as a payment method, providers must sign up for a CareCredit Merchant Account. This means that you need to apply and be approved as a participating provider.
The integration within Digitail allows you to process Care Credit payments directly through the platform. This integration facilitates online payment options for clients, enabling them to utilize Care Credit's financing options during transactions.
If you already use CareCredit, you can directly go to the Integrations page to set it up! Make sure you have your merchant number ready.
To finalize the setup, simply input the keys and click save. If you don't have your key number or if you don't have a CareCredit account yet, please reach out to your CareCredit account manager.
Once the setup is complete, you can start processing transactions immediately!
On the Billing section, you will see the 'Proceed to CareCredit' button from where you can directly process a payment or apply for an account in case the client doesn't have one yet.
All the client information (name, contact details) will be prefilled with the information available in Digitail, but they can be changed if needed.
To finalize the application process, you can either send it to the client's phone for final approval or follow the steps directly on the screen of your computer.
The approval or decline of the application is instant, and you will be able to see the result in the last step.
If the application is approved or the client already has an active account, you can start processing the payment directly. The sum of the invoice will be automatically prefilled, and you can finalize the process in a few clicks.
Once the transaction is approved, you will see it in Digitail, in the Billing section, and in the Payments report. From there, you can also filter and review all 'CareCredit' transactions.
You can also refund (process a credit) for any transaction.
How to issue a full or partial refund of a CareCredit payment?
It is important that you issue a refund only from Digitail and in a correct way.
To issue a refund, click the refund button next to the payment.
Then a pop-up modal will ask you for a card number. If you don't have that, click Look Up Account:
Search by suggested name and phone number (taken from Digitail automatically):
It should find the correct account. Click Select next to it:
Here, select transaction, then type the amount of refund and click Submit:
❓ CareCredit Integration FAQ
🔄 Is the integration between Digitail (DGT) and CareCredit bi-directional?
No. The integration is one-way only. Payments flow from Digitail to CareCredit, but not the other way around. This means transactions initiated in CareCredit will not automatically sync back into Digitail.
💳 What happens if a payment shows in CareCredit but not in Digitail?
If you see a payment recorded in the CareCredit portal but it does not appear in Digitail, you’ll need to manually add it to Digitail.
🛠️ How do I record a CareCredit payment in Digitail when it doesn’t sync?
Use the following workaround:
Add a new payment in Digitail.
Select Payment Type: Other.
In the description field, include any relevant references (e.g., CareCredit transaction ID, client details, or notes).
This ensures your records remain complete and traceable.
📊 Why is this workaround necessary?
Because the integration is not bi-directional, Digitail cannot automatically pull payment data from CareCredit. Manually entering the payment keeps your reports accurate and aligned across both systems.