Page Contents

ONE-TIME

Card Transactions
- Manual/key entry
- Swipe
Check Transactions
Cash Transactions

CARD VAULT

Add Card
Add ACH/Check
Running Transactions

PAY PLAN

Create a Pay Plan /Subscription
View or Cancel Existing Plans

PAYMENT HISTORY

Void, Refund, and Receipts

ONE-TIME

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

Card Transactions

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.

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.

Check Transactions

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.

Cash Transactions

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.

CARD VAULT

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

Add Card

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

Click Add Card.
Enter the card information along with a card name.
Click Save Card.
Click Close.
The saved card will be displayed.

Add ACH/Check

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

Running Transactions from the Vault

In the main vault window, select the saved card or ACH/check to be charged.
Click Submit Payment to process a transaction.
Choose to print or email the receipt.

PAY PLAN

Set up recurring payments (pay plans or subscriptions).

Create a Pay Plan/Subscription

Set up recurring payments to pay off a balance.

Click Create New

Step 1: Select Card (or ACH)

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

Step 2: Plan Options

For a pay plan, leave Indefinite unchecked. For subscriptions, check Indefinite.
Either enter the amount or enter a duration. The amount/duration will automatically be adjusted depending on the values entered.
Select the frequency of the recurring payments (monthly, yearly, bi-weekly).
Choose a start date. The first payment will occur on the date selected.
Click Show Advanced for additional options.
Select Custom to choose a day of each month to run the payments.
Click Submit.
The created plan/subscription will be shown in the main Pay Plan window.

View or Cancel Existing Plans

Manage pay plans and subscriptions that have been created.

Click on a plan/subscription to view the payment history.
Click Cancel Plan to stop the recurring payments.

PAYMENT HISTORY

View and manage recent payments for the selected customer.

Void, Refund, and Receipts

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.
Choose to print or email the receipt.

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