Run card, ACH/check, or cash transactions as one-time payments.

Card Transactions

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Run card transactions by swiping or keying in card information.

Manual/key entry 

• Enter the card information.
• Click Submit Payment to process a transaction.
• Once approved, choose to print or email the receipt.

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Swipe 

• Click Swipe
• Swipe card using the reader. The fields will auto-populate with the card information.
• Click Submit Payment to process the transaction.
• Once approved, choose to print or email the receipt.

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Check Transactions 

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Run ACH transactions by swiping or keying in ACH/check information.

• Enter the ACH/check information.
• Check "Remember Account?" to save ACH information to the customer vault for future one-time or recurring payments.
• Click Submit Payment to process a transaction.
• Once approved, choose to print or email the receipt.

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Cash Transactions 

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Additional option for reporting cash transactions within practice management software. Please note that cash transactions will not be displayed in CMS reporting.

• Click Cash.
• Click Submit Payment.

Run one-time card or ACH/check transactions using a customer's saved payment information.

Add Card 

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Save a card to the customer vault for future transactions or recurring payments.

1. Click Add Card.
2. Enter the card information along with a card name. Fields will display a green check for valid entries. Fields will be highlighted in red for invalid entries.
3. Click Save Card.
4. Click Close.
5. The saved card will be displayed.
   
   

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Add ACH/Check 

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• In the One-Time section, select Check.
• Enter the ACH/check information.
• Check "Remember Account?" to save ACH information to the customer vault for future

• one-time or recurring payments.
• Click 

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• Submit Payment to process a transaction.
• The saved ACH information will now be available in the Card Vault for future transactions.
  
  

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Running Transactions from the Vault 

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1. In the main vault window, select the saved card or ACH/check to be charged.
2. Click PAYSubmit Payment to process a transaction.
3. Click More Options to Choose to print or email the receipt.
   
   

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Set up recurring payments (pay plans or subscriptions).

Create a Pay

Plan/Subscription 

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Set up recurring payments to pay off a balance.

• Click Create New

Step 1: Select PaymentCard (or ACH)

1. Any payment information saved to the vault will be shown here. To add a new payment method, click Add Card or Add Check. 
2. Select the payment method (card or ACH/check) 
3. Click Next.

Step 2: Plan Options

1. Plan options automatically default to For a pay plan. If creating a pay plan, leave Subscription unchecked Indefinite unchecked. For subscriptions, check Indefinite.
2. Either enter the amount or enter a duration. The amount/duration will automatically be adjusted depending on the values entered.
3. Select the frequency of the recurring payments (monthly, yearly, bi-weekly).
4. Choose a start date. The first payment will occur on the date selected.
5. Click Show Advanced for additional options.
6. Select Custom to choose a day of each month to run the payments.
7. Click Next Submit.

Step 3: Review

1. Review the plan details and click Save. If the start date is today, the first payment will occur when Save is clicked.

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Set up recurring payments that occur until canceled.

• Click Create New

Step 1: Select Payment

1. Any payment information saved to the vault will be shown here. To add a new payment method, click Add Card or Add Check. 
2. Select the payment method (card or ACH/check) 
3. Click Next.

Step 2: Plan Options

1. Check the box next to Subscription.
2. Either enter the amount.
3. Select the frequency of the recurring payments (monthly, yearly, bi-weekly).
4. If Standard is selected, the start date will be today.
5. Select Custom to choose a day of each month to run the payments. The first payment will occur on the day selected.
6. Click Next.

Step 3: Review

1. Review the plan details and click Save. If the start date is today, the first payment will occur when Save is clicked.

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1. The created plan/subscription will be shown in the main Pay Plan window.

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View or Cancel Existing Plans 

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Manage pay plans and subscriptions that have been created.

• Click on a plan/subscription to view the payment history.Click Edit to change the payment method. (Other plan details cannot be edited).
• Click Cancel Plan to stop the recurring payments.

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View and manage recent payments for the selected customer.

Void, Refund, and Receipts 

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The payment history allows users to view, void, or refund transactions and access receipts.

• Click a transaction to view options.
• Pending transactions will have the option to Void.
• Settled transactions will show the option to Refund.
• Click More Options to Choose to print or email the receipt.

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