Enabling Auto Payment Processing

You cannot post credit card or ACH auto payments on a workstation that is not set up for auto payment processing.

Auto payments can be set up at any workstation.

If you attempt to post credit card or ACH auto payments on a workstation that is not configured to process auto payments, a message is displayed, stating that you must either configure the workstation or go to a workstation already configured to allow auto payments.

To enable the processing of auto payments:

Select Functions > Maintenance/Set-up > eServices Setup from the menu bar. The eServices Setup window is displayed.
Complete the process for setting up the credit card service or the ACH service. See Setting Up the OrthoTrac Electronic Payment Services for more information.

Click Allow this workstation to post Auto Payments.
This option must be enabled on each workstation that will process auto payments.

Click Close.

Allowing Auto Payments for a Future Date

You also have the ability to select the Allow AutoPayment to process for Future date option. When this is selected, you can specify how many days in the future are allowed in the Allow no of days field.

When you post an auto payment, a warning message is displayed instructing you to verify that you entered the correct ending date if you select a date in the future regardless of if this setting is selected. You are able to click OK and proceed with the auto payment if this setting is enabled.

An additional alert is displayed if the selected ending date for the auto payment is outside of the allowed range (i.e., the value set in the Allow no of days field).