ONE-TIME |
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Run card, ACH/check, or cash transactions as one-time payments.
Run card transactions by swiping, dipping (EMV/Chip), or keying in card information.
Manual/key entry
Swipe
EMV/Chip
Run ACH transactions by swiping or keying in ACH/check information.
Additional option for reporting cash transactions within practice management software. Please note that cash transactions will not be displayed in CMS reporting.
VAULT |
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Run one-time card or ACH/check transactions using a customer's saved payment information.
Save a card to the customer vault for future transactions or recurring payments.
Save a card to the customer vault for future transactions or recurring payments.
PAY PLAN |
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Set up recurring payments (pay plans or subscriptions).
Set up recurring payments to pay off a balance.
Step 1: Select Payment
Step 2: Plan Options
Step 3: Review
Set up recurring payments that occur until canceled.
Step 1: Select Payment
Step 2: Plan Options
Step 3: Review
Manage pay plans and subscriptions that have been created.
PAYMENT HISTORY |
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View and manage recent payments for the selected customer.
The payment history allows users to view, void, or refund transactions and access receipts.